Wealth Management Intern
3 weeks ago
About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.About the Internship:As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.Key ResponsibilitiesAs part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:1. Wealth Management & Client EngagementLearn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.2. Financial Research & AnalysisConduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.3. Portfolio & Risk ManagementDevelop portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.4. Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.5. Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will LearnPractical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modelling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.Who Should Apply?Student of fresh graduate from any academic discipline.Strong analytical and problem-solving skills.Basic knowledge of Microsoft Office.Willingness to self-learn and work in a fast-paced environment.Internship DetailsDuration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.Type: Unpaid
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▷ Apply in 3 Minutes: Human Resources Intern
3 weeks ago
India MJ Wealth Full timeJob Description Job Title - HR Intern Company Name - MJ Wealth Job type - Internship About MJ Wealth MJ Wealth is a financial services firm dedicated to helping individuals and small businesses achieve long-term financial success. With personalized strategies across investments, insurance, and wealth planning, we offer trusted guidance to help you grow,...
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Wealth Management Intern
3 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...
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Wint Wealth
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Bengaluru, India Wint Wealth Full timeJob Description Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We...
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Wealth Channel Partnership Manager
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Noida, India PlusWealth Capital Management LLP Full timeJob Description Job Description for Wealth Channel Partnership Manager Job Location Max Tower, Noida About Us PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic,...
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[Apply in 3 Minutes] Business Development Intern
3 weeks ago
Delhi, India MJ Wealth Full timeJob Description Job Title - Business Development Intern Company Name - MJ Wealth Job type - Internship About MJ Wealth MJ Wealth is a financial services firm dedicated to helping individuals and small businesses achieve long-term financial success. With personalized strategies across investments, insurance, and wealth planning, we offer trusted guidance to...
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Wealth Manager
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Gurugram, Gurugram, India NexionPro Services Full timeJob Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...
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[Only 24h Left] Sales Intern
4 weeks ago
Ahmedabad, India Navvflow Wealth Full timeJob Description Sales Internship Navvflow Wealth Management Location: Ahmedabad Duration: 23 months About Navvflow Wealth: Navvflow Wealth is a new-age wealth management firm helping individuals make smarter financial decisions through mutual funds and investment planning. Role Overview: We're looking for motivated interns to join our sales and business...
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Audit Compliance Manager
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Delhi, India RS Wealth Management Pvt. Ltd. Full timeJob Description Company Description RS Wealth Management Pvt. Ltd., established in 2013, is a comprehensive financial service provider offering a wide range of investment options and services. The firm is a member of the NSE, BSE, and MCX, facilitating trade in equities, derivatives, mutual funds, insurance, and more. RS Wealth Management supports a diverse...
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[Urgent Search] Wealth Management Intern
4 weeks ago
India Zetheta Algorithms Private Limited Full timeAbout the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools. About the Role We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye...
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Senior Wealth Manager
1 week ago
Gurugram, India Dealplexus Full timeJob Description Job Title: Wealth Manager Company Name: Dealplexus Experience: 3 to 5 Years Location: Gurgaon Industry: Financial Services Functional Area: Wealth Management / Financial Advisory / Investment Advisory Employment Type: Full Time, Permanent, Work From Office About Company: Dealplexus is a diversified financial services platform operating across...
