Trainee Investment Team (Junior Analyst)
Philos & Partners Ltd. · Zürich
Job description
About the Role
Join our Investment Team as a Trainee “Junior Analyst” and gain hands-on experience across the full investment process, from portfolio monitoring and client reporting to Investment Committee preparation.
In this role, you will act as a key link between the Investment Team, the Client Management Team (CMT) and IT. The Investment Team defines investment requirements, CMT is responsible for operational and administrative execution, and IT supports the underlying systems. You will help these three areas work together smoothly: clarifying requirements, following up on execution and translating business needs into practical process and system improvements.
Working closely alongside experienced investment professionals, including senior team members, you will add capacity to the team and progressively take on responsibility for clearly defined activities as you grow into the role.
Reports to: Head of the Investment Team
Workload: 60–100%, depending on availability and experience
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Your Responsibilities
Investment & Client Support
Support portfolio reviews, investment analyses and data quality checks
Contribute to the preparation of client presentations, portfolio materials and recurring analyses
Assist team members in preparing for and following up on client meetings
Help prepare materials for the Investment Committee and its Sub-Committees
Contribute to recurring reporting and other investment-related tasks
Coordination between Investment and CMT
Monitor operational activities performed by CMT in the portfolio management system (PMS), identify errors or inconsistencies and follow up until they are resolved
Identify and investigate data, PMS and execution issues affecting the Investment Team
Facilitate communication between both teams and ensure required data corrections and updates are completed
IT, Automation & Process Improvement
Identify repetitive, manual or error-prone processes with potential for improvement
Work with Investment Team members to gather detailed requirements and define practical use cases
Help communicate the Investment Team’s requirements clearly to IT
Support the testing of new functionalities developed by IT and coordinate feedback and refinements
Explore how automation, AI and other technologies can reduce manual effort
Your Profile
You are a high-potential student, recent graduate or junior professional who brings:
Strong analytical and numerical skills
A genuine interest in financial markets and investments
Excellent Excel skills
High attention to detail and strong organizational skills
The ability to understand and structure complex processes
Excellent communication skills and the ability to work effectively across teams
A proactive, hands-on mindset
Curiosity about technology, AI and automation
Excellent command of German and English (C2 level); French language skills are an advantage
Knowledge of Python, SQL, Power BI, Power Query, VBA, APIs or workflow automation is a plus, but programming skills are not a requirement, this is not an IT role.
What We Offer
Broad exposure to investment management, portfolio management and client relationships
Direct collaboration with senior members of the Investment Team
First-hand insight into Investment Committee and Sub-Committee processes
Hands-on experience at the intersection of Investment, Client Management and IT
The opportunity to shape how the Investment Team works through practical improvements
Growing responsibility in line with your performance and initiative
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