Portfolio Management Intern (9-12 months)

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.

Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.

We have 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.

As a family-controlled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

The Portfolio Management team is responsible for implementing investment strategies and managing discretionary client portfolios in line with clients investment objectives risk profiles and the banks investment views. The team works closely with Client Adviser Investment Specialists and other stakeholders to deliver high-quality portfolio management solutions and investment-related support to our clients. To support the team we are offering a 912-month internship for a motivated candidate seeking practical experience and exposure to portfolio management in a leading private banking environment.

The successful candidate will join the Portfolio Management team within our Wealth Management division with a preferred start date of 1 September 2026. This internship offers a unique opportunity to gain practical experience in portfolio management within an international private banking environment. The intern will support the team in portfolio monitoring investment proposal preparation portfolio reporting and market-related analyses while developing a strong understanding of investment processes asset allocation and financial markets.

Responsibilities

• Support the implementation of investment strategies across client portfolios
• Assist in the monitoring of discretionary portfolios and investment guidelines
• Support portfolio reviews rebalancing activities and portfolio management processes
• Prepare standard investment proposals and client presentation materials
• Assist in the preparation of portfolio reports and investment-related documentation
• Support coordination and information sharing between Portfolio Management the Investment Department and other stakeholders
• Conduct market and portfolio analyses to support investment activities
• Assist with administrative and ad hoc tasks related to portfolio management

Experience Skills and Competencies Required

• High school diploma with a banking apprenticeship or a university degree
• Strong interest in financial markets investments and wealth management
• Very good understanding of financial instruments and all asset classes
• Proficiency in Microsoft Excel VBA and Avaloq knowledge is an advantage
• Fluent in English and German
• Strong analytical skills and attention to detail
• Excellent communication and organizational skills
• Proactive and flexible mindset with a strong commitment to excellence and high-quality standards
• Team player and willingness to learn

Benefits

• Rothschild & Co provides a wide range of health and wellbeing services supported by aboveaverage employer contributions to pension and social insurance strengthening your longterm financial security.
• A collaborative respectful and inclusive workplace where people feel valued empowered and able to contribute their ideas.
• A purpose-driven culture guided by our longstanding principles of being thoughtful creative and principled with a focus on responsible and longterm decisionmaking.
• Continuous learning through inhouse training opportunities and financial support for external education and professional certifications.

If you are curious to learn more about us and have valuable experiences in a similar role then please submit your CV and all relevant documents through our recruitment tool.