What would your role be? Support strategic Fixed Income client portfolio management activities through reporting, data analysis and the preparation of client-facing materials. Contribute to the enhancement and automation of reporting and presentation processes, helping to improve efficiency and the quality of deliverables used across the business. Gain hands-on experience in transforming and analyzing investment, fund and client data, translating complex information into clear and meaningful insights. Take ownership of the coordination and execution of recurring team initiatives, including the monthly Harvest Product call and related stakeholder engagement. Collaborate with global teams to enhance presentation content and reporting materials, supporting the continuous evolution of marketing and client communication tools. Assist with client servicing and business development activities, including responding to information requests, preparing fund-related materials and supporting RFP submissions. Work closely with Client Portfolio Managers on day-to-day initiatives, including Salesforce-based client engagement analysis and preparation for management and client discussions.
At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?
