20 beste Stellen als client associate in zürich, zh – aktuell auf Personalsuche

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com .

Job Description Summary:

This role is best for someone looking to pursue a career or continued studies in financial markets and investments and wants to gain exposure to economic analyses, alternative investments, portfolio management, reporting and monitoring, including support in the production of material we create for our clients. The student would integrate into the team that advises large investment portfolios on their alternative investments mainly for Swiss pension funds. The team in Zurich is highly collaborative and seeks a working student who is eager to learn new things, takes pride in their work and develop the professionalism to work with institutional clients.

Job Description:

YOUR ROLE

YOUR RESPONSIBILITIES

Support Zurich’s investment team in their daily tasks such as client materials production, management of Excel models supporting investment decision making and communication support with clients and other firm teams
Produce and prepare client investment performance analytics, quarterly reporting, and presentation materials both quantitatively and qualitatively
Gather and assess research prospective clients and industry trends
Update and maintain prospect and client relationship tools, databases to document the situation of countless clients and prospective clients and to produce reports when required

WE OFFER

Working in a global investment firm with plenty of exposure and learning opportunities around alternative investments (hedge funds, private equity, private debt and infrastructure)
Mentorship, opportunities to work with experienced investors on institutional investment portfolios , on manager and fund analysis, and on investment monitoring and reporting
Flexible working hours (up to 15 hours per week), with opportunity to work full time during semester breaks.
Great team spirit and an entrepreneurial office backed by deep global resources
An office location in the center of Zurich (very close to Paradeplatz)

REQUIREMENTS

Applicants for the working student position should be enrolled in a full time Bachelor’s or Master’s program in Finance, Business, Economics, or a related field in Zurich
Record of high academic achievement
Perfectly fluent in both English and German (spoken and written)
Strong analytical and communication skills
Fluency in MS office (Excel, Word, PowerPoint). Experience with formulas, data analysis and spreadsheet creation
Organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously

If our offer looks interesting to you, please do not apply with a cover letter.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

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