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Investment operations intern

Investment operations intern

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

PoonjiMitra

0 years

0 Lacs

Jaipur Rajasthan India

Posted:2 weeks ago| Platform:

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Skills Required

technology updating portfolios processing data onboarding compliance documentation reports research strategy support

Work Mode

On-site

Job Type

Internship

Job Description

Company Description

PoonjiMitra is a fintech startup focused on providing modern investment products tailored to the needs of Generation Z and millennial investors. Our platform aims to deliver the latest investment solutions to investors in tier 2 and tier 3 cities, leveraging technology to ensure financial inclusion and freedom. We are dedicated to making investment opportunities accessible and beneficial to a broader audience. Responsibilities:Assist in managing and updating client investment portfoliosSupport daily transaction processing and data entryHelp with KYC, client onboarding, and compliance documentationPrepare financial reports and market research summariesCoordinate with advisory team for strategy executionMaintain accuracy in records and support operational workflows

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Investment operations intern