Do you have a client-centric mindset, embrace new technologies easily, and strive for process efficiency? Are you looking for an entry-level position in the financial industry following the completion of your BSc or MSc?
If so, we invite you to explore this opportunity to join Vontobel’s Client Content Center as a Junior Product and Analytics Specialist for our Institutional Clients Segment. In this role, you will be exposed to our Investment Boutiques, which manage over CHF 110bn of client assets across the globe, with a focus on the Multi Asset Boutique.
You will run reports on investment and client data, contribute to process automation, and help deliver high-quality client communications while collaborating with global stakeholders across Client Portfolio Managers, Content Operations & Marketing Enablement and Investment teams, with a focus on the Multi Asset Boutique and the Swiss Institutional business.
What would your role be?
- Support client meetings and reporting activities, through data analysis and the preparation of client-facing materials.
- Contribute to the enhancement and automation of reporting and presentation processes, helping to improve efficiency and the quality of deliverables used across the business.
- Gain hands-on experience in transforming and analyzing investment, fund and client data, translating complex information into clear and meaningful insights.
- Collaborate with global teams to enhance presentation content and reporting materials, supporting the continuous evolution of marketing and client communication tools.
What are we looking for?
- Bachelor’s or Master’s degree with strong quantitative focus, preferably in Finance, Sciences or Engineering
- Experience in working in a data management and/or processing role and interest in the asset management sector
- Entrepreneurial mind with problem solving skills and a willingness to challenge the status quo
- Structured personality with the ability to work on multiple tasks and to effectively communicate with stakeholders
- Proficient in MS Office, with strong skills in Excel and PowerPoint; Porfolio Management software, Bloomberg and programming/scripting languages (Python or Matlab) are a plus
- Equipped with graphic skills to improve product presentations
- Familiar with AI tools and techniques to improve efficiency (automation, agents, reviews, etc.)
- Fluent in English and German; Italian, Spanish and/or French is a plus
What do we offer?
- Top Zurich location with collaboration spaces and free lunch
- Friendly, diverse team in an open-office space
- All the latest technology to help you excel and advance
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration at all levels
- Campus feeling and a collaborative spirit
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.
We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?
Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.
At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
If you have any questions you can contact us through our contact form.
