2027 Internship - GWM Investment Suitability Methodology - ZH

Key facts

What you bring

• Completed at least 4 semesters of a bachelor's degree or graduated no longer than six months ago (bachelor's or master's degree).
• Degree in a quantitative or finance area such as statistics, quantitative finance, mathematics, or financial engineering.
• Knowledge of statistical and econometric methods and their application.
• Understanding of Python or R, GitLab version control, and SQL.
• Strong interest in financial markets and risk management.
• Excellent English (written and oral), fluency in German is a plus.

Your tasks

• Maintain and enhance product and portfolio risk models in close collaboration with investment products and risk experts.
• Contribute to projects by preparing analytics, special reports, and presentations for stakeholders.
• Collaborate with different teams on strategic projects to improve client experience and drive engagement.
• Build understanding of the industry, culture, and strategy while developing a professional network of mentors and business contacts.
• Attend educational events led by senior leaders for exposure and insight into the business.

What they offer

• This is a paid internship lasting 6 months.
• Work with experts and learn about the industry, clients, and firm.
• Be at the heart of the business, learning from colleagues and participating in day-to-day operations.
• Receive mentorship and opportunities to develop new skills and make contacts.
• If successful, may receive an offer to return for the Graduate Talent Program after completing studies.
• UBS is a leading global wealth manager and universal bank in Switzerland, providing diversified asset management solutions and focused investment banking capabilities.

About the role

The role involves further developing UBS risk management solutions for investment products used in client advisory and investment suitability. Responsibilities include maintaining and enhancing product and portfolio risk models in collaboration with investment products and risk experts. Combines analytical, financial, and technical skills to contribute to projects, prepare analytics, special reports, and presentations for stakeholders, and collaborate on strategic projects to improve client experience and engagement. The team is part of Global Wealth Management, providing advice-based solutions to ultra-high net worth and high-net worth individuals and families. The Investment Suitability Methodology team in Zurich is the investment risk competence center within Global Wealth Management, responsible for models and methodologies supporting the GWM investment process and portfolio construction for client advisors.

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