Wealth Management - Internship
Analytical Investments
Selected intern's day-to-day responsibilities include:
1\. Assist in mutual fund research, comparative analysis, and portfolio
structuring for various client profiles.
2\. Track market trends, fund performance, and industry updates to support
investment decision-making.
3\. Contribute to client communication: helping draft performance notes,
summaries, or follow-up material.
4\. Participate in internal discussions on product selection, rebalancing
strategies, and allocation models.
5\. Ideate around content, visuals, or campaign themes including client-facing
decks, Instagram posts, or WhatsApp creatives.
6\. Support any back-end work required for client onboarding, documentation,
and reporting.
7\. Bring fresh perspectives to brand positioning, service delivery, or client
engagement strategies.
Bonus if you're comfortable with Canva, Photoshop, or any design tool but
ideas matter more than execution.
Required Skills
About Analytical Investments
We, at Analytical Investments hereby take pride in introducing ourselves. We work with most bank/NBFCs in India to provide best and customized financial solution to SME and builders in India. We specialize in reducing rate of interest in loans taken by SMEs and Builders - sometimes with their existing banks. The problem statement - there are 6 cr SME in India and 70% of them face financial problems. And almost all of them aren't getting the best possible ROI or the loan amount that they can actually get. Most SME and real estate developers don't have time to interact with all banks & NBFCs to compare as to, which is the most suitable bank/NBFC for them at a given point in time for rate, product, and loan amount. They are also unaware of the different products that are available in the banking system, which is effectively being used by their competition effectively to defeat them in pricing in the market place.
Job Summary
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