Data Operations Intern (50%)

About the job

Patrimonium is seeking a motivated and detail-oriented student to join its team in Crissier/Lausanne, and support a strategic, firm-wide data management and digitalisation initiative.

The internship will focus on collecting, extracting, validating, and organising data, using AI-powered tools such as Microsoft Copilot to streamline document review, data extraction, and quality control, while supporting the enhancement of the firm’s central data platform.

The role offers hands-on exposure to investment management data, modern data practices, and emerging AI technologies in a dynamic and entrepreneurial environment.

Key Responsibilities

Data Collection & Data Migration

• Review and analyse NAV files, fund reports, quarterly reports, portfolio reviews, valuation reports, PDFs, Excel files, and other internal documentation.
• Extract and structure key investment data, including:
• Net Asset Values (NAV)
• Income Statement
• Fund and compartment information
• Investment performance metrics
• Asset-level characteristics
• Validate collected information and reconcile data across multiple sources.
• Support the migration and population of data into the company database.
• Identify data inconsistencies, gaps, and quality issues and propose corrective actions.

Data Analytics & Reporting

• Work closely with the project team to support ongoing database development.
• Assist with testing newly developed functionalities and validating outputs.
• Support user acceptance testing (UAT) activities.
• Help maintain data integrity and consistency within the platform.
• Document data sources, business rules, and procedures.

Operational & Analytical Support

• Prepare ad-hoc data analyses and reporting requests.
• Assist with data cleansing and standardization initiatives.
• Support quick fixes, troubleshooting, and database user queries.
• Participate in project meetings and provide updates on progress and findings.

Profile & Skills

• Student or recent graduate in Finance, Economics, Business Administration, Data Analytics, Information Systems, or a related field.
• Strong attention to detail and ability to work through large volumes of information accurately.
• Advanced Excel skills.
• Experience with Power BI or similar data visualisation tools.
• Basic knowledge of SQL and relational databases.
• Comfortable working with structured and unstructured datasets.
• Interest in artificial intelligence, data management, and process improvement.
• Analytical and organized mindset with strong problem-solving skills.
• Ability to work with large volumes of structured and unstructured data.
• Good communication skills in English; French or German is an advantage.

Internship Position

• Start Date: 1 November 2026
• Duration: 6 months
• Location: Crissier/Lausanne

Ready to take on the challenge?

Submit your complete application package (CV, cover letter, and supporting documents) via our recruitment portal.

We look forward to getting to know you!