Wealth Management Intern

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

3. Portfolio & Risk Management

4. Technical & AI-Driven Financial Tools

5. Capstone Project

What You Will Learn

Who Should Apply?

Internship Details

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

Type : Unpaid