Financial Planning & Operations

Responsibilities

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:
 Analyzing different products like insurance, gold, bonds, stocks, and mutual funds
 Analysis of cutting-edge investment strategies
 Develop Advanced MS Excel models and calculators
 Data gathering and presentation pertaining to Indian financial markets
 Working on new client onboarding, including risk profiling and data gathering
 Monitoring, reviewing, and tracking the investment plan of clients
 Handling client queries
 Tracking client meetings and reviewing calendars and minutes of meeting
 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.

What we look for
 Proven ability to conduct online. research
 Advanced MS Excel & MS Powerpoint skills
 A very detail oriented & diligent personality

About Company: 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,