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Investment operations intern

Investment operations intern

PoonjiMitra

0 years

0 Lacs

Jaipur Rajasthan India

Posted:3 days ago| Platform:

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Skills Required

updating portfolios processing data onboarding compliance documentation reports research strategy support

Work Mode

On-site

Job Type

Internship

Job Description

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.Team work capabilities and keeping a track of tasks

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Investment operations intern