Client Reporting Specialist & RFP Writer

RobecoSAM is looking for a full-time Client Reporting Specialist & RFP Writer. This position is vital and key in promoting the brand and supporting Sales.

As a Client Reporting Specialist, you will be predominantly in charge of the creation, coordination, completion and distribution of reports on RobecoSAM & Robeco products for our institutional and wholesale clients (e.g. pension funds, private banks, retail banks, family offices), and internal management/sales reports. As an RFP Writer you will be tasked with completing Requests for Proposals (RfP), Requests for Information (RfI) and Due Diligence Questionnaires (DDQ) on RobecoSAM products for institutional and wholesale prospects and clients. In these documents you will be providing quantitative and qualitative information about our firm and products, outlining the firm’s structure, investment philosophy, process, performance and competitive strengths.

In this position you will report to the Head of Client Servicing and RfP, working closely with almost all departments within RobecoSAM and many at our sister company, Robeco. To fulfil this role you will need to be able to work comfortably in both group environments and individually. You will also demonstrate the drive and skillset to constantly improve all aspects of Client Reporting & RfP delivery by leveraging on both existing and potentially new technologies/capabilities.


RobecoSAM Human Resources

Josefstrasse 218
8005 Zürich
Tel. +41 44 653 10 10

The ideal candidate would offer:

  • Minimum of Bachelor's degree in Business Administration or a related business/financial field, or a vocational business school degree
  • Minimum of two years of work experience in Asset Management, Banking or Finance
  • Pragmatic & solution-oriented approach and results-driven
  • Demonstrated ability to work under pressure and meet strict deadlines
  • Excellent editorial skills and in-depth vocabulary within the financial sector/Sustainability
  • Strong analytical skills combined with the ability to think critically
  • Ability to develop effective working relationships and have a team-approach, while also being able to work independently for long periods
  • Pronounced interest in Sustainability Investing
  • Proficient knowledge of English and German are required


Please kindly send us your complete job application including CV and copies of your work references and diplomas to Please also include a statement of motivation outlining why you would like to join RobecoSAM, and more specifically, illustrating your interest in asset management.

About RobecoSAM

Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investment, sustainability assessments, and benchmarking services. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Factor Weighted, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology.

Disclaimer RobecoSAM

The information contained on these pages is solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in Liechtenstein, Austria, Germany, Sweden, UK, France, Netherlands or Italy holding a distributor license or herewith requesting respective information on products and services in their capacity as Professional Clients.
Some funds about which information is shown on these pages fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). Some funds about which information is shown on this website may not be available in your domicile country.
To view the Robeco/RobecoSAM products that are registered/available in your country, please go to the respective Fund Selector and select your country of domicile. Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco or RobecoSAM product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can all be obtained free of charge at the Robeco offices in each country where Robeco has a presence.

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