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 world's 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 4,600 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 bank’s 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 9–12-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 above‑average employer contributions to pension and social insurance, strengthening your long‑term 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 long‑standing principles of being thoughtful, creative and principled, with a focus on responsible and long‑term decision‑making.
- Continuous learning through in‑house 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.
Skills 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
- Proficiency in VBA
- Knowledge of Avaloq
- Fluent in English and German
- Strong analytical skills and attention to detail
- Excellent communication and organizational skills
- Proactive and flexible mindset with commitment to high-quality standards
- Team player and willingness to learn
Rothschild & Co Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rothschild & Co and has not been reviewed or approved by Rothschild & Co.
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Fair & Transparent Compensation — Pay is considered competitive across core markets, and employer-provided salary bands in U.S. postings reinforce transparency on base ranges. Europe and core advisory teams are often characterized as strong on compensation relative to their market positioning.
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Leave & Time Off Breadth — Paid time off in the U.S. is described as starting around four weeks and increasing with seniority, alongside paid holidays and sick time. This points to a broad time-off framework in key offices.
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Retirement Support — A U.S. 401(k) with immediate vesting and a tiered employer match is cited, complementing discretionary bonuses. These features indicate meaningful retirement-focused support within the package.
Rothschild & Co Insights
What We Do
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com
