Job Description

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 Cafe 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