Intern Middle Office

We are seeking a motivated intern to join our Middle Office and ESG teams, contributing to both digital transformation and sustainability initiatives across Patrimonium's asset classes. This role provides a unique opportunity to gain hands-on experience in investment fund operations, data management, and ESG reporting. The internship will be split 50/50 between Middle Office (MO) projects and ESG support.

Key Responsibilities

Middle Office (50%)

• Database Transition: Assist in migrating data and processes from a large Excel file to a robust, scalable database (OneSource).
• Support data consolidation, cleaning, and validation to ensure accuracy and consistency across internal databases and external counterparties.
• Process Automation: Contribute to the automation of the annual rebate notice generation process, which currently involves the manual creation of 50+ PDF documents. Help design and test solutions that streamline and reduce manual workload.
• Centralized Rebate Data: Assist in centralizing and organizing rebate-related data across all Patrimonium products, improving data accessibility and reporting.
• KPI & Performance Tracking: Help build dashboards and tracking lists (e.g., in Power BI) to monitor the performance of the Aztec fund administrator, including error rates, time to resolution, and response times.
• Data Room Implementation: Support the setup and organization of a secure data room for investors in Swiss products (e.g., using platforms like Aztec Café or Brainloop). Ensure proper file management and access controls.
• Participate in project and investment team meetings, provide status updates, and document progress.
• Collaboration & Support: Provide ad-hoc support to the Middle Office team, taking on tasks as they arise.

ESG & Sustainability (50%)

• KPI Development: Collect, structure, and propose simple ESG KPIs (energy, emissions, water, waste) for internal monitoring and investor reporting.
• UN PRI Benchmarking: Review the latest UN PRI Transparency Report, benchmark against peers, and summarize key findings.
• Materiality Matrix Support: Assist in gathering data and stakeholder input for a basic ESG materiality matrix.
• ICS Support: Monitor ESG-related tasks in the ICS tool, track completion rates, and extract simple KPIs for reporting.

Profile & Skills

• Student or recent graduate in Finance, Data Science, IT, or related field.
• Strong Excel skills; knowledge of databases (SQL, Access) and data visualization tools (Power BI, Python) a plus.
• Analytical mindset with attention to detail and a structured approach to problem-solving.
• Interest in ESG, sustainability reporting, and responsible investing.
• Proactive, adaptable, and motivated to work in an environment with limited processes and evolving priorities.
• Good communication skills in English; German or French is a plus.

What We Offer

• Hands-on experience in a dynamic investment management environment.
• Opportunity to contribute to high-impact projects in digitalization and sustainability.
• Practical exposure to ESG reporting frameworks such as GRESB and UN PRI.
• Mentoring and support from experienced professionals across Middle Office and ESG teams.
• Flexible working hours and a collaborative, fast-moving workplace.

Duration: 6 months

Reports to: Middle Office & ESG Team Leaders

This role is ideal for someone eager to gain practical experience in data-driven operations and digital transformation within the financial sector, while supporting critical improvements in investor services.

Application

We look forward to receiving your complete application, including a cover letter, CV and copies of relevant certificates and diplomas, via our recruitment platform RECRU.

Start date:

to be defined

Location:

Crissier (Lausanne)

Asset class:

Corporate