About the Internship
Selected intern's day-to-day responsibilities include:1. Analyzing investment statements, market trends, and investment performance to support client portfolio management by reviewing data and identifying key insights.
2. Using strong verbal and written communication skills to interact with clients, understand their needs, and present financial information clearly by conducting meetings and preparing clear reports.
3. Applying proficiency with financial software, such as Microsoft Excel or financial planning tools, to perform data analysis and manage client information by creating spreadsheets and tracking investment portfolios.
4. Demonstrating an understanding of financial markets, investment products, and economic indicators to assist in making informed investment recommendations by researching trends and presenting actionable insights.
5. Maintaining a high level of accuracy in managing financial data, preparing reports, and ensuring compliance with regulatory requirements and internal procedures by double-checking data entries and ensuring adherence to standards.
Number of Openings
2 openingsPerks of this Internship
Certificate Recommendation letter 5 days a week Free snacks
Other Requirements
1. are available for full time (in-office) internship
2. have relevant skills and interests
3. can start the internship between 16th Dec'25 and 20th Jan'26
4. are available for duration of 6 months
5. have already graduated or are currently in any year of study
6. are from Ahmedabad, Gujarat
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