Internship in Sales Management - Investment Proposal Writer

Job Description:

Your role

Are you interested in pursuing a long-term career in asset management? Do you want to gain hands-on experience in both client acquisition and strategic sales support? Are you eager to learn about investment strategies and product offerings from a global asset manager?

We are looking for an enthusiastic intern who is excited about gaining hands-on experience in generating new business as part of the RFP (Request for Proposal) team, with the opportunity to contribute across various Sales Management functions depending on team priorities and workload.

You will primarily support the RFP team in preparing high-quality responses to RFPs, RFIs, and DDQs, helping to win new business and retain existing clients. In addition, you may assist other Sales Management sub-teams - including Sales Insights & Technology, Sales Management Specialists, Pricing & Business Analytics, and Sales Offering & Market Insights - on selected initiatives.

The main tasks of your role are:

* To assist in coordinating and preparing accurate, timely RFPs, RFIs (Requests for Information) and DDQs (Due Diligence Questionnaires) under the guidance of experienced team members for prospect clients and existing clients according to internal brand/style guidelines and compliance regulations.
* To collaborate closely with senior RfP team members, portfolio managers, investment specialists and subject matter experts to improve RFP answers, ensure key messages are understood, and present our capabilities in the most compelling way possible.
* To ensure the RFP database is kept up-to-date and accurate, and quality continually improved
* To help the team identifying and implementing digital solutions that enhance our processes
* To contribute to cross-functional tasks and projects within Sales Management, depending on business needs and your interests.

Job Type

Full Time

Job Reference #

336431BR

City

Wroclaw

Your team

You will be part of the RFP (Request for Proposals ) team with members in Europe, APAC, US and Switzerland. We support sales teams globally. In particular, you will engage with them providing RFP responses and investment proposals on a wide range of investment products. Our team has a direct impact in meeting sales targets and therefore in supporting business growth and client engagement. You will also have exposure to other Sales Management teams, gaining insight into how data, analytics, pricing and market intelligence support strategic decision-making.

Your team is part of Client Coverage within UBS Asset Management. Our business offers industry leading capabilities on a truly global scale. With over 1.8 trillion* in invested assets, we are the third largest Europe-based asset manager and the number 13 firm globally. Client Coverage is the sales organization driving the growth of our business by building relationships with Clients (*as of 31 March 2025)

Your expertise

Your Experience And Skills

* In the last year of studies or having recently finished studies in Business Administration, Finance or similar. Studying for CFA or similar is a plus
* A keen interest in financial markets, and good understanding of investment concepts and investment products
* Familiarity with data analytics and basics of e.g. Python, SQL, PowerBI/PowerPivot, PowerAutomate is a strong advantage
* Fluent English with excellent writing and proof-reading skills: an additional European language (e.g. French or Italian) is a plus, while proficiency in German would be a strong plus
* Strong organizational skills, high attention to detail, accuracy and comfortable using methodical approach to tasks
* Confident communicator, both orally and in writing
* Ability to work with stakeholders locally and remotely as well as cross functions
* Curious to learn and to grow

About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com