at UBS
Bulge Bracket Investment BanksPosted 4 days ago
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**Internship Client Account Manager (6 months)**: Support UBS Monaco's A&S department in managing discretionary & advisory portfolios. Key responsibilities include portfolio analysis, meeting preparation, presentation creation, portfolio monitoring, and internal communications. Collaborate on discretionary management projects and investment idea generation. Experience with portfolio management and relevant financial tools desired.
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Full Job Description
| Within UBS Monaco S.A., the intern will be fully integrated into the A&S department. Within this department, the intern will assist the colleagues in charge of the discretionary portfolios as well as those who focus on Advisory clients and support with: Analysis and screening of investment portfolios Assistance in the preparation of investment and client meetings Development of marketing presentations Monitoring and reviews of discretionary & advisory portfolios Writing of internal communications related to investments The intern will also participate in discretionary portfolio management projects, the generation of investment ideas for Active Portfolio Advisory Premium clients and the presentation of macro and micro economic views for UBS private bankers. | Show more Intern Advisory & Sales (A&S) 6 months |
