Job Responsibilities:
- Support, together with lending advisor:
- requesting credit approvals,
- drafting credit- and pledge documentation,
- completion of credit proposals and archiving of original wet ink credit doc
- arranging for adherence to covenants
- preparing of credit questionnaires and personal financial statements
- Support developing marketing pitches and investment ideas presentations and assist in preparing, reviewing and approving investment performance review presentations
- Assist portfolio managers and analysts in all fee-related matters (e.g., reporting or ad-hoc queries)
- Deliver on a robust risk control framework (e.g., reviews and reporting)
- Assist in setting up alternative investments (e.g., subscriptions)
- Together with investor analyst support trading and investment activities on a daily basis (e.g., with regards to opening or closing new mandates, documentation, booking, resolve tech issues)
- Together with banker analysts support account openings
Required Qualifications, Capabilities and Skills:
- Fluent in German and in English
- PowerPoint and Excel expertise required
- Excellent interpersonal skills, both written and oral
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
- Ability to multi-task and manage priorities effectively as well as exceptional follow-up and follow-through skills
- Good judgment and problem solving skills
- Absolute discretion when dealing with confidential matters
Preferred Qualifications, Capabilities and Skills:
- Currently enrolled studies in a Bachelor‘s or Master’s degree program in Business Administrations, Finance, Economics or similar
- Prior internship experience in a private banking or asset management firm in sales support role or middle or back office function preferred
- Knowledge about German accounting, i.e. balance sheets and P&l statements
- Ability to work both independently and as a team player
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as the role will close once position is filled.