Werkstudent (m/w/d) Investment Advisory

Julius Baer

Frankfurt am Main, Germany
Powerpoint presentation creation
Bloomberg quantitative stock screening
Excel and powerpoint proficiency
This role offers the opportunity to gain professional experience at a renowned private bank while studying

Job Summary

  • This role offers the opportunity to gain professional experience at a renowned private bank while studying.
  • The team analyzes financial markets in detail, provides tailored investment solutions, and values a trusting dialogue with clients.
  • Candidates will support investment advisors with market-specific inquiries, prepare portfolio analyses, and assist in risk controlling tasks.

Matching Summary

This role offers the opportunity to gain professional experience at a renowned private bank while studying.

Skills & Requirements

Must-have

  • PowerPoint presentation creation
  • Bloomberg quantitative stock screening
  • Excel and PowerPoint proficiency
  • German and English language skills
  • Active use of AI for analysis

Nice-to-have

  • Prior experience in securities management
  • Strong interest in capital markets
  • Independent and reliable personality
  • Teamwork orientation
  • Experience with risk controlling

Key Requirements

  • Enrolled in Economics or Finance studies
  • Minimum 12-month commitment required
  • Up to 20 hours per week availability

Work Rights

Not specified

Tailored Resume

Cover Letter