About the internship
About the Role:
We are looking for a Junior Investment Advisor to support evaluating investment products across equity and debt markets. This role involves analyzing fund performance, summarizing key industry updates, and assisting in content creation for social media marketing. The ideal candidate should have a strong understanding of investment products, and financial markets, as well as excellent analytical and research skills.
Selected intern's day-to-day responsibilities include:
a. Research & Evaluation:
1. Analyze and evaluate equity and debt products based on performance, risk-adjusted returns, expense ratios, and fund manager strategies.
2. Compare products across categories and industries.
3. Prepare regular performance reports of mutual fund investments and monitor industry trends.
b. Industry Research & Insights:
1. Track key updates in the investment management and advisory industry, including regulatory changes, market trends, and new fund launches.
2. Summarize critical financial news and economic developments that impact investment decisions.
c. Client Support & Presentations:
1. Assist in client meetings, providing data-driven insights and portfolio recommendations.
2. Prepare investment reports, fund fact sheets, and client presentation decks.
3. Support in portfolio review meetings, answering client queries related to product offerings.
Skill(s) required
Data Analytics
Financial literacy
Financial Modeling
MS-Office
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 1st Mar'25 and 5th Apr'25
3. are available for duration of 6 months
4. Candidates who are from Mumbai and neighboring cities
5. have relevant skills and interests
Other requirements
1. A degree in Finance/Economics/Business Administration or related fields. (Bonus) Certification in NISM Mutual Fund Advisory/CFA Level 1/CFP/CWM.
2. Certification in Excel, and financial modeling tools. Strong knowledge of financial markets, and investment analysis.
3. Analytical skills with the ability to interpret financial data and market trends.
4. Good writing skills to summarize industry updates and create financial content.
5. (Preferred) Experience in investment research, wealth management, or financial advisory.
Perks
Certificate
Letter of recommendation
Job offer
Additional information
Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 500 per sale).
Number of openings
1
About Shadow Circle
At ShadowCircle, we offer on-campus, in-person sessions to give candidates a clear understanding of their potential job responsibilities. These sessions take place within real organizations, providing hands-on experience and insights into day-to-day business operations.
During the sessions, candidates will:
1. Explore Job Roles: Get a detailed overview of job responsibilities.
2. Learn About the Business: Understand the business's goals and how departments work together.
3. Experience Daily Tasks: Observe and engage in typical job routines.
4. Understand Client Data: Learn how data is managed within the organization.
5. Get Familiar with Technology: Discover tools and technologies relevant to the job.
Our sessions help candidates prepare for their chosen career path with practical insights into the role and industry.
