Key Responsibilities

• Financial Analysis & Reporting:Assist with budget analysis, preparing financial documents, and creating financial models.
• Investment Research:Conduct research on investment managers, investment trends, and potential investment areas.
• Portfolio Monitoring:Track and monitor existing and prospective investments and collect data for analysis.
• Data Analysis:Interpret financial data to identify trends and gain insights into financial performance and customer behavior.
• Presentation & Reporting:Assist in preparing presentations to communicate findings to the team.
• Administrative Support:Perform general administrative tasks and data entry as needed to support the finance team.

Required Skills

• Analytical & Numerical Skills: Ability to interpret complex data, analyze trends, and think critically.
• Technical Skills: Proficiency with Microsoft Office Suite, especially Excel and PowerPoint, is often required.
• Financial Knowledge: Basic understanding of financial statements, investment principles, and financial planning.
• Attention to Detail: Essential for accurate data collection and analysis.
• Communication & Teamwork: Ability to articulate findings clearly and work effectively with team members.
• Problem-Solving: Capacity to identify issues and contribute to solutions within the finance department.

Internship Benefits

• Hands-On Experience:Gaining practical experience in financial planning and investment strategy.
• Real-World Exposure:Exposure to real-world financial decision-making processes and the investment management industry.
• Skill Development:Learning and becoming proficient in financial software and analytical techniques.
• Networking:Interacting with investment managers and other finance professionals.