Wealth Management Intern

7 days ago

India Zetheta Algorithms Private Limited Full time
About the Company ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

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 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.

As 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. Learn 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.
Financial Research & Analysis
Conduct fundamental and technical analysis of equities and alternative investments.
Compare investment options such as corporate bonds, NCDs, and mutual funds.

Portfolio & Risk Management
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.

Technical & AI-Driven Financial Tools
Learn about artificial intelligence in portfolio management.
Work on Virtual Risk Analyser.
Work on Virtual Portfolio Analyser.

Capstone Project
Prepare an investment proposal for a client, including:
Long-term macroeconomic outlook.
Practical 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.
Knowledge of AI applications in finance.

Student of fresh graduate from any academic discipline.
Basic knowledge of Microsoft Office.
Internship Details

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