Investment Operations Intern

4 weeks ago


Jaipur, India PoonjiMitra Full time

Responsibilities:

Assist in managing and updating client investment portfolios

Support daily transaction processing and data entry

Help with KYC, client onboarding, and compliance documentation

Prepare financial reports and market research summaries

Coordinate with advisory team for strategy execution

Maintain accuracy in records and support operational workflows.

Team work capabilities and keeping a track of tasks


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