Internship Investment Advisory (M/F)
Core
Support Senior Investment Advisors in preparing investment proposals, conducting risk analysis, and managing portfolio construction for Wealth Managers serving High and Ultra High Net Worth Individuals.
Role type
Investment Advisory Intern
Builds
Investment proposals, market analysis reports, and portfolio adjustments for private clients
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Financial analysis, asset allocation, market monitoring, portfolio construction, operational management, reporting
Preferred skills
Advanced Excel, PowerPoint, multi-tasking
Technologies
Excel, PowerPoint
Responsibilities
Analyze asset allocation proposals, monitor financial markets, prepare analysis and reports, monitor portfolios and positions, manage operational aspects of investments, manage the Product Catalogue
Seniority
Intern