Wealth Management Internship (Part time)

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Start Date
Starts immediatelyImmediately
Duration
6 Weeks
Stipend
₹ 5,000 /week
APPLY BY
27 May' 19
Posted 3 weeks ago
Internship with job offer
Part time

About part time job/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. Preparing 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, verifying trades made are for the client
7. Compiling and analyzing technical analysis using Dorsey Wright Point & Figure methodology
8. Attend weekly financial planning meetings and bi-monthly Investment team meeting

Skill(s) required

Adobe Photoshop MS-Excel MS-PowerPoint PHP
Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. are available for the part time job/internship

2. can start the part time job/internship between 13th May'19 and 12th Jun'19

3. are available for duration of 6 weeks

4. are from or open to relocate to Chandigarh and neighboring cities

5. have relevant skills and interests

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

Perks

Certificate Job offer

Number of openings

5

About IndianMesh Private Limited

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.
Activity on Internshala
Hiring since November 2016
103 opportunities posted
7 candidates hired
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