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About the role
Key responsibilities & impact- Support preparation and follow-up of client and prospect meetings
- Assist in assembling presentation materials and investment content
- Prepare client deliverables (e.g. factsheets, performance data, thought leadership)
- Support and help coordinate Requests for Proposals (RFPs) and Requests for Information (RFIs)
- Conduct research on market trends, competitors, and client developments
- Maintain accurate CRM data (contacts, opportunities, pipeline)
Requirements
What you’ll need- 0–3 years of experience, preferably in asset management, financial services, or a client-facing role
- Strong interest in financial markets
- Familiarity with European asset management markets is a plus
- Bachelor’s or Master’s degree in Finance, Economics, Business or related field
- Fluency in German and English required
Benefits
Comp & perks- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysismarket researchpresentation preparationdata analysisclient deliverables preparationRFP coordinationRFI coordination
Soft Skills
communicationorganizational skillsclient-facing skillsteam collaboration
Certifications
Bachelor's degreeMaster's degree