Role Overview
Support the sales team by maintaining CRM data quality, building target lists, and preparing client-facing materials. Work with AI tools to speed up repetitive tasks. This is a part-time role for a student looking to grow with the company.
What You Will Do
Prepare client-facing materials, support sales team analysis, build and qualify target lists, maintain CRM data quality, and take on ad hoc requests.
Why It Might Be a Fit
The role requires strong Excel and PowerPoint skills, experience with CRM, and fluency in AI tools. The ideal candidate is precise, structured, and comfortable working independently.
Requirements
- Currently in a Master’s program at a leading university in Switzerland or Germany
- Prior internship experience at a financial services or fintech firm
- Available 40–50% alongside your studies, based in or near Zurich or Frankfurt
- Ready to commit for at least six months, ideally twelve
- Strong Excel and PowerPoint skills
- Experience with a CRM is an advantage
- Fluent with AI tools and quick to figure out where they save time
- Precise and structured
- Fluent in English; German is a plus
- Right to work in the chosen base location (Switzerland, Germany) at time of application
Benefits
- Flexible hours around your study schedule
- A hybrid setup in Zurich or Frankfurt
- Close collaboration with a small, senior sales team
- Insight into how an institutional private markets investor approaches client work
- A role you can grow into over at least six months
- Potential to keep the role full-time after graduation
To apply for this job please visit jobs.workable.com.

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