Campus Finance Expert

We are revolutionizing financial education for students through our AI-powered mutual fund research platform.

The role involves connecting with fellow students, driving platform adoption, and creating a thriving finance learning ecosystem on your campus and beyond.

• Connect with students across multiple colleges and universities to build a community of like-minded individuals.
• Identify and engage with finance clubs, investment societies, and student organizations to drive platform adoption.
• Organize campus events, workshops, and financial literacy sessions to educate and engage students.
• Build relationships with student leaders and academic departments to foster collaboration and partnerships.

• Onboard students to our mutual fund research platform and demonstrate its features and benefits.
• Drive participation in weekly/fortnightly research contests to encourage engagement and competition.
• Help students understand how to build their personal finance brand and create engaging social media content about financial learning.
• Share platform updates and contest announcements to keep students informed and motivated.

• Track user acquisition and engagement metrics from your activities to measure success and identify areas for improvement.
• Provide feedback on student preferences and platform improvements to inform product development and enhance the user experience.
• Report on campus-specific opportunities and market insights to help us better understand the needs of our target audience.
• Collaborate with our team to optimize student acquisition strategies and improve overall performance.

Key Requirements:

To be successful in this role, you will need:

• Currently enrolled as an undergraduate or postgraduate student with a strong interest in finance and investments.
• Excellent communication and interpersonal skills, with the ability to connect with students and build relationships with student leaders and academic departments.
• A genuine passion for financial education and literacy, with a desire to make a positive impact on students' lives.
• Self-motivated and entrepreneurial mindset, with the ability to work independently and think creatively.

Preferred Qualifications:

While not required, having the following qualifications would be beneficial:

• Leadership experience in student organizations or clubs, with a track record of success and achievement.
• An existing network across multiple colleges and universities, with connections to finance clubs, investment societies, and student organizations.
• A basic understanding of mutual funds and investment concepts, with a willingness to learn and grow.
• Experience in event organization or community building, with a proven ability to create engaging and effective experiences.

Personal Qualities:

We are looking for individuals who possess the following qualities:

• Natural connectors who enjoy helping peers discover new opportunities and build their finance careers.
• Comfortable with public speaking and group presentations, with a confident and engaging delivery.
• Passionate about financial education and literacy, with a desire to make a positive impact on students' lives.
• Ability to work independently with minimal supervision, with a self-motivated and entrepreneurial mindset.

What You'll Gain:

This program offers:

• A comprehensive training program on mutual fund research and analysis, with hands-on experience and expert guidance.
• Access to premium platform features and educational content, with regular updates and support.
• Mentorship from our founding team and industry experts, with guidance and feedback throughout your tenure.
• Opportunities to build relationships with student leaders and academic departments, with potential for long-term collaborations and partnerships.

Success Metrics & Targets:

To measure success in this role, we will track the following metrics:

• User acquisition and engagement rates, with targets for onboarded users, contest participations, and active user retention.
• Campus presence and community building, with targets for established relationships, events organized, and student engagement.
• Platform usage and adoption, with targets for increased usage from student demographic and improved overall performance.