Sales Activation

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)