Wealth Management Intern

3 days ago

Bengaluru, Karnataka, India Prosperr Full time
io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the needs of salaried professionals and HR leaders alike. Founded by Manas and Dev Kumar, the company specializes in assisting salaried individuals with tax planning, management, and income tax filing. 55 million in pre-seed funding, led by a prominent investor.

Are you passionate about finance and eager to gain hands-on experience in the world of wealth management? We are looking for a dynamic and motivated Wealth Management Intern to join our team and help drive impactful financial strategies.

Assist in preparing and analyzing financial reports to support wealth management strategies.

Conduct market research and data analysis to provide insights and recommendations.

Support the creation of investment portfolios and wealth management presentations.

Help prepare detailed reports using Excel and PowerPoint for client presentations and internal meetings.

Collaborate with senior wealth managers and contribute to ongoing client projects.

Proficiency in Excel and PowerPoint .

Solid analytical skills to assess and evaluate financial data.

Good understanding of finance , with the ability to apply theoretical knowledge to practical situations.

A keen interest in exploring and utilizing AI tools for data analysis and report generation (preferred).

Compensation package : upto INR 25000 per month

Opportunity to learn and grow under the mentorship of experienced professionals in wealth management.

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