Sales Activation Intern

About us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

About the role

Schroders’ Client Group partners with institutional clients (e.g., pension funds, insurance companies, foundations) and intermediaries (e.g., private banks and other distribution partners) to build long-term relationships and support their investment needs across Schroders’ capabilities in public and private markets. 

As an intern in our Zurich office, you will support Relationship Managers and their Sales Support Specialist as well as internal stakeholders across investment, client service, product and marketing teams. You will help deliver high-quality servicing and business development support and gain hands-on exposure to the client lifecycle within a global asset manager. 

What you will do

• Support the sales team in the daily monitoring and coverage of the dedicated inbox, handle and flag tasks accordingly with the right stakeholders in order to deliver pertinent and time-sensitive answers to internal and external stakeholders
• Help prepare accurate and timely responses to ad-hoc client requests (including performance, product and market-related updates) in coordination with relevant specialists and teams across the firm

• Support daily client flow management and trading activities by helping Relationship Managers identify trades in internal systems, ensuring client orders are correctly identified, followed up on, accepted and booked (including accurate reallocation where required) 

• Support RFP / DDQ processes by managing different internal stakeholders, planning deliveries, and ensuring quality control

• Support the tracking of monthly as well as quarterly client documentation in line with group tools and reporting requirements

• Support client events and engagement activities (planning, logistics, materials, follow-up) 

• Assist with reporting and documentation, helping to maintain accurate internal records and management reporting 

• Use Salesforce and other internal tools to support pipeline visibility, meeting preparation and accurate record-keeping (as applicable) 

• Work in collaboration with the marketing hub to support tasks leading up to internal and external webinars as well as to follow-up on dedicated actions after the webinars, actions include post-meeting mailings, dissemination of ad-hoc information and analysis of the participant base

• Actively assist teams across the group with timely tracking of connected campaigns within Salesforce, manage contacts and lists and amend where necessary to reflect requests received by the sales team 

Who we’re looking for 

• Final-year student or recent graduate (BA/MA) in Business, Finance, Economics or a related field with strong academic results 
• First relevant internship experience in financial services, asset management, investment banking, consulting, marketing or a related environment 
• Strong interest in investments and capital markets, with curiosity across both public and private markets 
• English is a must (written and verbal). German and/or French are an asset 
• Strong Outlook and Excel skills as well as PowerPoint skills; ability to turn information into clear and convincing client materials (data visualisation is a plus) 
• Strong organisational skills, ability to multi-task with multiple internal stakeholders and work towards deadlines in a dynamic environment 
• Client-oriented mindset, high quality standards for deliveries and exceptional attention to detail 
• Proactive, reliable team player with strong interpersonal skills and an ownership mentality
• Eligible to work in Switzerland for the full duration of the internship 

What we offer 

• A professional and collaborative working environment in Zurich within a global asset manager 
• Hands-on experience across institutional and intermediary client segments, with exposure to both public and private markets  
• On-the-job learning, feedback and the opportunity to contribute meaningfully to live client work 

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

Advertised Salary: CHF 17,500 for 6 months