Client Portfolio Management Support (Student) – Fixed Income Client Engagement

Job Description

Working Student – Client Portfolio Manager Team (60%-100%) | Vontobel

The Tone:
This is a Working Student position at Vontobel, located in Zurich, Switzerland. Vontobel’s Fixed Income Boutique is a fast-growing business managing over USD 30 billion in assets, striving to be a leading and trusted global investment firm by 2030. This role offers hands-on experience at the intersection of investments, client engagement, and business development, supporting strategic client portfolio management activities and contributing to the efficiency and quality of client communications across the business.

The TL;DR
• Role: Working Student
• Type: 60%-100%
• Location: In-person, Zurich, Switzerland

• Team: Fixed Income Boutique, working closely with Client Portfolio Managers.
• Mission: To support strategic client portfolio management activities and enhance efficiency in reporting and client communication within a fast-growing Fixed Income business.
• Tech Stack: MS Office, Excel, PowerPoint. Plus: Bloomberg, VBA, Matlab. Familiar with AI tools.

What You’ll Actually Do
• Reporting Support: Support strategic Fixed Income client portfolio management activities through reporting, data analysis, and the preparation of client-facing materials.
• Process Enhancement: Contribute to the enhancement and automation of reporting and presentation processes to improve efficiency and the quality of deliverables.
• Data Insight: Gain hands-on experience in transforming and analyzing investment, fund, and client data, translating complex information into clear and meaningful insights.
• Initiative Coordination: Take ownership of the coordination and execution of recurring team initiatives, including the monthly Harvest Product call and related stakeholder engagement.
• Client & Business Development: Assist with client servicing and business development activities, including responding to information requests, preparing fund-related materials, and supporting RFP submissions.

The Must-Haves
• Background: Student (university or FH) in an economics or finance-related discipline.
• Experience: Experience working in a data management and/or controlling role, coupled with an interest in the asset management sector.
• Skills: Proficient in MS Office, with strong skills in Excel and PowerPoint; possessing an entrepreneurial mindset with problem-solving abilities and a willingness to challenge the status quo; a structured personality capable of managing multiple tasks and effectively communicating with stakeholders.
• Bonus: Proficiency with Bloomberg and programming/scripting languages (VBA or Matlab); equipped with graphic skills to improve product presentations; familiar with AI tools and techniques to improve efficiency; fluent in Italian, Spanish, and/or French.