Research (Global Wealth Management) - Internship

Selected intern's day-to-day responsibilities include:

A. Market & Economic Research:
1. Track global and Indian financial markets, macroeconomic indicators,
interest rates, inflation, FPI flows, and economic policies.
2. Prepare daily, weekly, and monthly market summaries for internal teams and
clients. Research developments in US, Europe, UAE, and Asian markets impacting
wealth management.

B. Investment Product Research:
1. Study PMS, AIF, Mutual Funds, Global Funds, ETFs, and Private Equity
products.
2. Analyse performance, risk metrics, investment strategies, fund managers,
and comparative benchmarks. Prepare investment product notes for client
presentations.

C. Portfolio Research & Analytical Support:
1. Assist in analyzing portfolio structures, asset allocation,
diversification strategies, and risk profiles.
2. Prepare performance comparison sheets and benchmarking reports.
3. Track NAV updates, fund fact sheets, sector performance, and asset class
outlooks.

D. Competitor & Industry Analysis:
1. Research offerings of global wealth management companies, banks,
investment firms, and advisory firms.
2. Prepare industry competition reports, pricing models, and service
comparisons.
3. Study regulatory changes from SEBI, RBI, IRDAI, GST, and international
regulators.

E. NRI & Global Client Research:
1. Understand NRI investment preferences across UAE, UK, Africa, USA,
Australia, and Canada.
2. Research tax policies, investment regulations, and repatriation guidelines
for NRIs. Prepare briefs on cross-border investment opportunities.

F. Gift City IFSC Research:
1. Track new products, regulatory updates, fund launches, and investment
opportunities in Gift City.
2. Prepare summaries for internal use and advisory teams.

G. Report Writing, Insights & Presentations:
1. Prepare well-structured research reports, insights, presentations, and
market briefs.
2. Assist senior advisors with data-backed investment proposals.
3. Convert complex financial data into simple, client-ready insights.

H. Coordination With Product & Advisory Teams:
1. Collaborate with Wealth Advisors, PMS/AIF partners, MF AMC's, and global
fund houses. Collect data, brochures, fact sheets, and presentations.
2. Share research-driven recommendations with the advisory team.

I. Interns Will Be Expected to Deliver:
1. Preparing daily and weekly market reports.
2. Analyzing investment products and preparing reports.
3. Researching PMS, AIF, and mutual fund sheets.
4. Preparing NRI wealth and taxation reports.
5. Compiling Gift City investment briefs.
6. Analyzing sector and economy trends.
7. Preparing competitor comparison reports.
8. Generating portfolio analytics and summaries.
9. Creating presentation decks for internal teams.
10. Maintaining accurate data and research logs.