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Internship (m/f/d) - Customer Success Private Equity (Min. 6 Months)

München
Full-time
Working Student

Your mission

As an Intern in the Customer Success Team, you’ll gain hands-on insights into the world of alternative investments and support our institutional clients. You’ll collaborate closely with Customer Success Managers and cross-functional teams from Business Development, Finance, Technology, and Operations. Through this, you’ll develop skills in communication, project coordination, and analytical thinking.

Your Responsibilities
  • Support Customer Success Managers in daily client communication and handling inquiries
  • Prepare materials for client meetings, including agendas and follow-up documentation
  • Coordinate regular client check-ins and business reviews
  • Maintain customer relationship data
  • Respond to routine inquiries and forward complex issues to the appropriate team members
  • Assist with onboarding projects in the field of alternative investments
  • Track project milestones, deadlines, and outcomes
  • Coordinate meetings and communication between internal teams and clients
  • Maintain project documentation and status reports
  • Support data collection and status updates for management
  • Contribute ideas to improve onboarding processes and workflows
  • Participate in team meetings and training sessions
  • Help create resources and materials to support customer success
  • Gain knowledge of alternative investment products, operational processes, and technology platforms
  • Collaborate with various departments to gather information and resolve client issues
  • Assist in coordination between Sales, Operations, Compliance, and Technology teams
  • Promote internal communication and knowledge sharing

Your profile

  • Interest in financial services and customer management
  • Organized, detail-oriented, proactive, and eager to learn
  • Team player with a tech-savvy and analytical mindset
  • Excellent German and English skills; French is a plus
  • At least 6 months of full-time availability

Our offer

  • An exciting challenge in an open-minded and international team
  • Excellent development opportunities and the chance for long-term collaboration beyond the internship
  • Flat hierarchies and short communication paths
  • Modern workplace in the heart of Munich with a view of the Theresienwiese
  • Hybrid working model (alternating between office and home office)
  • Free drinks and fruit – plus a well-stocked ice cream box in summer

About us

We want investors to be able to concentrate on the essentials: making the right investment decisions. For our clients, we therefore take on all administrative, reporting and analysis tasks in the asset classes of private equity, real estate and infrastructure. We are consistently using the opportunities offered by digitalization and modern technologies. Our constantly growing international team currently consists of more than 100 people.

We owe our success first and foremost to our employees who, with the highest standards in their own work, bring out the best in themselves every day. Would you like to become part of this dedicated team and use your passion to further our vision?    

We pride ourselves on diversity and welcome your application regardless of gender and sexual identity, nationality, ethnicity, religion, age or disability.