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Investment Management Internship

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Investment Management

Dyota Solutions

Bangalore

Start Date

Starts immediatelyImmediately

Duration

6 Months

Stipend

₹ 12,500 /month

APPLY BY

16 Feb' 23

77 applicants

About the internship

Selected intern's day-to-day responsibilities include:

1. Bring new clients
2. Conduct existing funds & insurance analysis
3. Work on data collection for income, expenses, assets, and liabilities
4. Create investment proposals and enter data into software and Excel
5. Track goals, asset allocation, SIP & STP reconciliations
6. Create review reports, conduct portfolio analysis, and work on product notes
7. Share execution plans, SIP portfolios, and portfolio-related communication with clients

Skill(s) required

English Proficiency (Spoken) MS-Excel MS-Office

Earn certifications in these skills

Learn MS-Excel

Learn Business Communication

Learn Financial modeling valuation

Learn Personal Finance

Who can apply

Only those candidates can apply who:

1. are available for full time (in-office) internship

2. can start the internship between 2nd Feb'23 and 9th Mar'23

3. are available for duration of 6 months

4. are from or open to relocate to Bangalore

5. have relevant skills and interests

* Women wanting to start/restart their career can also apply.

Perks

Certificate Letter of recommendation Flexible work hours Job offer

Number of openings

About Dyota Solutions

Website

We are SEBI-registered investment advisors focused on wealth creation and wealth management solutions with a detailed focus on tax efficiency & risk management! We assist families with retirement planning and wealth management solutions.

Activity on Internshala

Hiring since February 2023

2 opportunities posted