Talent.com
Wealth Management Intern

Wealth Management Intern

Zetheta Algorithms Private LimitedThāne, Republic Of India, IN
15 days ago
Job description

About the Company

ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.

About the Role

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.

Key Responsibilities

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. Your primary responsibilities will include :

1. Wealth Management & Client Engagement

  • 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.
  • Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.

    • 3. Portfolio & Risk Management

  • Develop portfolio allocation strategies.
  • 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.

    • 4. Technical & AI-Driven Financial Tools

  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.

    • 5. Capstone Project

  • Prepare an investment proposal for a client, including :
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security / fund selection and justification.

    • What You Will Learn

  • 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.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

    • Who Should Apply?

  • Student of fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

    • Internship Details

    Duration : Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

    Type : Unpaid

    Create a job alert for this search

    Management Intern • Thāne, Republic Of India, IN

    Related jobs
    • Promoted
    Brand Solutions Intern

    Brand Solutions Intern

    ConfidentialMumbai, India
    Hiring Brand Solutions Intern @Idiotic Media.Months (Full-time opportunity based on performance).At Idiotic Media, we don't do boring. We craft viral campaigns, engineer influencer buzz, and turn di...Show moreLast updated: 30+ days ago
    • Promoted
    Lms - Intern

    Lms - Intern

    EmeritusDombivli, Republic Of India, IN
    The LMS Associate builds and maintains courses on Canvas LMS and ensures high quality.The role involves course content creation, document formatting, stakeholder collaboration, and maintaining acce...Show moreLast updated: 2 days ago
    • Promoted
    Business Management Intern

    Business Management Intern

    Teqrox®Kalyan-Dombivli, IN
    Teqrox is a dynamic business consulting firm dedicated to helping organizations optimize operations,.We work with clients across diverse. We are looking for highly motivated Management Interns to jo...Show moreLast updated: 3 days ago
    • Promoted
    Wealth Management Intern

    Wealth Management Intern

    Zetheta Algorithms Private LimitedDombivli, Republic Of India, IN
    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 Ma...Show moreLast updated: 15 days ago
    • Promoted
    Account Management Intern

    Account Management Intern

    Zoo Mediamumbai, maharashtra, in
    This internship will provide you with valuable exposure to the media and digital marketing industry.Learn and understand the client’s brand identity, core values, and unique selling points to contr...Show moreLast updated: 30+ days ago
    • Promoted
    Asset and Wealth Management Audit Associate

    Asset and Wealth Management Audit Associate

    ConfidentialMumbai, India
    Unlock your potential as an experienced audit professional with our Asset and Wealth Management Audit team.As an Asset and Wealth Management Audit Associate within our Internal Audit group, you wil...Show moreLast updated: 6 days ago
    • Promoted
    Growth Support Intern

    Growth Support Intern

    sharpelyThāne, Republic Of India, IN
    We help our users make smarter, data-backed investment decisions with speed and confidence.Backed by cutting-edge tech and a fast-growing user base, we’re shaping the future of intelligent investin...Show moreLast updated: 1 day ago
    • Promoted
    Workstream Management Intern

    Workstream Management Intern

    GrowthStudiozMumbai, IN
    Internship plus full-time opportunity.As a Workstream Management Intern at GrowthStudioz, you’ll play a key role in coordinating the flow of work between our creative, media, and strategy teams.You...Show moreLast updated: 23 hours ago
    • Promoted
    Wealth Manager

    Wealth Manager

    MetaMorphmumbai, maharashtra, in
    Customer Acquisition Minimum of 1 Cr.Financial Planning (FP) and Portfolio Services.Execution of transactions post FP and on periodical basis. Private Wealth, PMS and AIF fund related queries.Ensure...Show moreLast updated: 16 days ago
    • Promoted
    Resource Management Intern

    Resource Management Intern

    ConfidentialMumbai, India
    CanKids KidsCan - The National Society For Change For Childhood Cancer in India is a National NGO working across the entire spectrum of Childhood Cancer Care. Through our signature program YANA –You...Show moreLast updated: 6 days ago
    • Promoted
    Fauna Audit Volunteer or Intern

    Fauna Audit Volunteer or Intern

    ConfidentialMumbai
    Support community outreach activities as part of the foundation's development programs.Assist in conducting awareness drives, workshops, or engagement sessions within local communities.Coordinate w...Show moreLast updated: 30+ days ago
    • Promoted
    Data Creation and Management Intern

    Data Creation and Management Intern

    ConfidentialMumbai
    Assist in conducting menstrual hygiene awareness sessions in schools and communities.Support distribution of sanitary products and educational material. Engage in community outreach and conversation...Show moreLast updated: 30+ days ago
    • Promoted
    Growth Intern

    Growth Intern

    AjnaLensThāne, Republic Of India, IN
    We’re seeking someone curious, analytical, and eager to explore how ideas, data, and creativity come together to drive growth. This role is ideal for someone who enjoys problem-solving, understandin...Show moreLast updated: 3 days ago
    • Promoted
    Growth Intern

    Growth Intern

    Huzzle.comThane, IN
    Huzzle helps companies hire talents fast and compliantly from anywhere in the world.We are growing fast and are looking for cracked growth marketeers to join us. Your role : grow our X accounts.Reven...Show moreLast updated: 15 days ago
    • Promoted
    Intern - Partnerships

    Intern - Partnerships

    Lxmemumbai, maharashtra, in
    LXME is India’s first financial platform designed exclusively for women, empowering them to.Department : Marketing / Partnerships. Support day-to-day operations of the team.Assist in data collection,...Show moreLast updated: 11 days ago
    • Promoted
    LMS - Intern

    LMS - Intern

    EmeritusKalyan-Dombivli, IN
    The LMS Associate builds and maintains courses on Canvas LMS and ensures high quality.The role involves course content creation, document formatting, stakeholder collaboration, and maintaining acce...Show moreLast updated: 3 days ago
    • Promoted
    Intern

    Intern

    Digitas Indiamumbai, maharashtra, in
    Location : Mumbai, Urmi Estate, Lower Parel.Duration : 3-4 months - We work 5 days in-office.Paid Internship : Stipend 15k pm. Do you love people, plans, and post-its? Are you the “organised friend” wh...Show moreLast updated: 30+ days ago
    • Promoted
    RM_Wealth Management

    RM_Wealth Management

    ConfidentialMumbai
    Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment.Generating Increme...Show moreLast updated: 30+ days ago