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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills with a focus on data governance, financial metrics, and reporting. Proficient in Microsoft Excel and capable of utilizing AI tools responsibly to enhance decision-making processes.
Highest-signal resume keywords
Financial Metrics CalculationData Governance SupportMicrosoft Excel ProficiencyBilingual in German and EnglishCapital Markets Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData ManagementReportingProcess ImprovementProposal Preparation
Soft Skills
CollaborationCommunicationProblem-SolvingCreativityAdaptability
Tools & Technologies
Microsoft CopilotChatGPTClaude
Industry Keywords
Investment ServicesData-Based Decision-MakingPortfolio StructuresCapital MarketsData Services
About the role
Key responsibilities & impact- Prepare customized proposal documents on investment services in response to client inquiries
- Calculate common financial metrics and present portfolio structures clearly and concisely
- Identify opportunities to simplify and improve existing processes
- Support Data Governance activities to ensure clear data ownership and consistent data management practices
- Collaborate with teams across different functions
- Prepare reports and workshops
- Contribute ideas and recommendations
- Work across Reporting & Analytics, Data Services, and the Data Office to support reliable, data-based decision-making
Requirements
What you’ll need- Currently pursuing a degree in Economics, Mathematics, Finance, or a related field, with at least one year remaining until graduation
- Basic knowledge of capital markets and a strong affinity for data and reporting
- Confident user of Microsoft Excel
- Very good written and spoken German and English skills
- Open to using AI tools such as Microsoft Copilot, ChatGPT, or Claude, with an ethical and responsible approach to their use
- Able to work approximately 20 hours per week across three days, including two days in the Munich office and one day from home
- Residential address in or near Munich and enrolled at a university in Munich or the surrounding area
- Not at the very beginning of your studies
- Ability to use Microsoft Copilot, with a strong commitment to ethical and responsible AI practices
- CV in English
Benefits
Comp & perks- Balanced work environment: A dynamic office culture that supports flexibility and collaboration
- Mental health and wellbeing programs (EGYM Wellpass)
- Mobility solutions (Subvention Jobticket, Deutschlandticket etc.)
- Canteen subsidy
- Corporate benefits
- Support and guidance from experienced team members
- Practical insights into asset management and capital markets
- Experience developing in reporting, data analytics, and data management
- Opportunity to learn how to use AI tools meaningfully and responsibly