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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in managing and standardizing financial records, with proficiency in Excel and familiarity with AI tools to enhance efficiency. Capable of working independently while maintaining precision and reliability in documentation and filing tasks.
Highest-signal resume keywords
Bachelor's DegreeMaster's Program EnrollmentExcel ProficiencyExperience in Financial ServicesFluency in English
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementRecord MaintenanceStructured Data AnalysisFinancial DocumentationFund Operations Support
Soft Skills
Attention to DetailReliabilityIndependenceCommunication
Tools & Technologies
AI ToolsDatabase Management
Industry Keywords
AuditBankingFinancial ServicesFund StructuringEconomics
About the role
Key responsibilities & impact- Gather account statements and log them into the database
- Work through structured clean-up tasks to standardize fund records
- Support recurring documentation and filing work
- Handle ad hoc requests across fund operations and structuring
Requirements
What you’ll need- Bachelor's degree completed
- Currently enrolled in a Master's program in finance, economics, law, or a related field
- Previous experience in audit, banking, or financial services is required
- Available at least 50% alongside studies
- Ready to commit for at least six months
- Strong Excel skills and comfort working with structured data
- Fluent with AI tools and quick to identify where they save time
- Precise and reliable when maintaining records
- Comfortable working independently and asking when something is unclear
- Fluent in English; German is a plus
Benefits
Comp & perks- Real ownership of the documentation and data groundwork, not shadowing
- A team that actually uses AI tools in daily work, and room to bring your own
- Insight into how funds are operated and structured at a regulated Swiss asset manager
- Close collaboration with a small, senior team
- Flexible hours around your study schedule and a hybrid setup in Zurich
- A role you can grow into over at least six months
- If it works well on both sides, we'd be glad to keep you on full-time after you graduate
- Equal opportunity and inclusive work environment
