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Wealth Management Internship in Delhi at IndianMesh Private Limited


Start Date Duration Stipend Posted On Apply By
6 Weeks 5000 Lump-Sum 14 May'19 27 May'19
Full time
With job offer
About IndianMesh Private Limited (http://www.indianmesh.com):
IndianMesh Private Limited is a boutique IT solutions firm, the sole purpose of which is to provide tailor-made IT, marketing, customer service and growth related solutions with precision and quality deliverables at economies of scale. We have the vision of making online services friendlier and building networks stronger. The mission is to motivate, educate, associate, cater strategies and remove blockages for future entrepreneurs, start-ups, and established organizations. We provide end to end IT services as well as a lot of other ancillary products and services. The company offers an array of business solutions such as web development, mobile application development, brand promotion, designing services, and business research.
About the Internship:
Selected intern's day-to-day responsibilities include:

1. Assisting in the preparation for client meetings by preparing a high volume of Investment review books for clients
2. Helping prepare financial plans, reviews, reports and client presentations
3. Performing investment and other project research
4. Inputting data into financial planning software (eMoney and Morningstar)
5. Attending client investment and planning meetings to observe and learn
6. Performing stock compliance as needed, and verifying that trades made are for the client
7. Compiling and analyzing technical analysis using Dorsey Wright Point & Figure methodology
8. Attending weekly financial planning meetings and bi-monthly investment team meetings
# of Internships available: 5
Skill(s) required: PHP (Learn PHP), Adobe Photoshop and MS-Excel (Learn MS-Excel)
Who can apply:
Only those candidates can apply who:
  1. are available for full time (in-office) internship
  2. can start the internship between 13th May'19 and 12th Jun'19
  3. are available for duration of 6 weeks
  4. have relevant skills and interests
** Women willing to start/restart their career can also apply.
Certificate, Job offer.

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