Wealth Management Internship in Bangalore at Analytical Investments
Wealth Management
Analytical InvestmentsLocation(s): Bangalore
Start DateImmediately
Duration3 Months
StipendRs. ₹ 7,500 /month
Posted On15 Oct '25
Apply By14 Nov' 25
DESCRIPTION
About the internship
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.
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.
Skill(s) required
Creative Thinking
English Proficiency (Spoken)
MS-Excel
Earn certifications in these skills
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 Oct'25 and 19th Nov'25
3. are available for duration of 3 months
4. are from Bangalore only
5. have relevant skills and interests
Perks
Certificate
Free snacks & beverages
Number of openings
1
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.
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.
Activity on Internshala
Hiring since September 2020
6 opportunities posted
1 candidate hired