The intern will join the Discretionary Portfolio Management task force, taking on cross-functional assignments combining operational monitoring, research, tool development and multi-thematic analysis.
- Daily monitoring and control of transactions carried out on behalf of discretionary clients (subscriptions, redemptions, corporate actions, etc.);
- Support with investment analysis and selection, and participation in investment committees (drafting investment notes, due diligence, analyses, market commentary, etc.);
- Assistance in producing presentation materials for discretionary clients (portfolio reviews, investment summaries, management reports);
- Support with prospecting and business development for the discretionary management business (identifying prospects, preparing client meetings and commercial proposals, client relationship follow-up, etc.);
- Participation in strategy committees and contribution to thinking on the development of the offering;
- Daily interaction with external counterparts (custodian banks, brokers, asset management companies, counterparties, etc.) to ensure the smooth execution of transactions;
- Optimisation of internal tools for automation, portfolio monitoring and risk management;
- Monitoring and development of the PMS (Portfolio Management System) solutions used for discretionary management;
- Administrative follow-up of client files (KYC, account openings, wire transfers, compliance, etc.).