Financial Research & Operations

About the internship Looking for a highly research-minded individual, who can work with the Founder across multiple research projects. Selected intern's day-to-day responsibilities include: 1. Analyzing different products like insurance, gold, bonds, stocks, and mutual funds 2. Analyzing cutting-edge investment strategies 3. Developing Advanced MS Excel models and calculators 4. Gathering and presenting data pertaining to Indian financial markets 5. Working on new client onboarding, including risk profiling and data gathering 6. Monitoring, reviewing, and tracking the investment plan of clients 7. Handling client queries 8. Tracking client meetings and reviewing calendars and minutes of meeting 9. Researching various topics for presentations on various social media platforms (reports, presentations, articles related to financial planning) This role will help you evolve as a top 1% capital markets professional & investment researcher. Who can apply Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th Jan'25 and 19th Feb'25 3. are available for duration of 4 months 4. have relevant skills and interests * Women wanting to start/restart their career can also apply. My Wealth Guide is a goal-based financial advisory service that aims to simplify finance. We use cutting-edge research and tools to provide unbiased advice to help individuals achieve financial freedom.