Patrimonium Invest AG

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 Café 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.

Primary responsibilities Source, evaluate, and prepare real estate investment opportunities Conduct detailed market, location, and financial analyses Lead acquisition projects in collaboration with the Real Estate Team Perform property valuations, due diligence, and investment calculations Coordinate and manage the full transaction process from start to finish Negotiate and draft contracts with internal and external stakeholders Maintain and expand a professional network within the real estate industry Administer internal systems (CRM, SharePoint, Immopac) and ensure data accuracy Coordinate project development and support strategic initiatives Profile Master’s Degree in Economics and/or Real Estate 2–5 years of professional experience in real estate transactions in Switzerland Well-established sourcing network in the Swiss real estate market Strong communication, negotiation, and interpersonal skills Autonomous, committed, and able to work effectively in a team Adaptable, flexible, and able to prioritize under pressure Fluent in German, French, and English We offer Attractive and performance-driven compensation package State-of-the-art working environment in our multilingual and dynamic office near Lausanne Opportunity to lead strategic real estate transactions Autonomy with significant influence on investment decisions Collaborative culture with open communication and flat decision-making structures 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.