Financial Research

2 weeks ago

Mumbai Maharashtra, India My Wealth Guide Full time

**Financial Research Intern**

**About us**:
Our Founder, Salonee Sanghvi is a fourth generation financial professional with 20+ years of experience in financial services industry.

The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and provide a customized roadmap she founded My Wealth Guide, an endeavor to make a difference to help people become financially independent and attain their goals.

**What you will do?**

Looking for a highly research-minded individual, who can work with the Founder across multiple research projects. Selected intern's day-to-day responsibilities include:
1. Analyzing different products like insurance, gold, bonds, stocks, and mutual funds
2. Developing Advanced MS Excel models and calculators
3. Empanelment with product manufacturers
4. Working on new client onboarding, including risk profiling and data gathering
5. Monitoring, reviewing, and tracking the investment plan of clients
6. Handling client queries
7. Tracking client meetings and reviewing calendars and minutes of meeting
8. Researching various topics for presentations on various social media platforms (reports, presentations, articles related to financial planning)

**What will you get?**

Compensation: 7K Stipend / month and tons of learning

Duration: 4-6 months

Availability: Min 45 hours per week

This role will help you evolve as a top 1% capital markets professional & investment researcher.

**What we look for?**
- Proven ability to work with large data sets and numbers
- Advanced MS Excel skills
- A very detail oriented & diligent personality
- Ability to work in an unstructured environment and curiosity to learn

**Job Types**: Full-time, Internship
Contract length: 4 months

Pay: ₹7,000.00 per month

Schedule:

- Day shift

**Education**:

- Higher Secondary(12th Pass) (required)

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