Investment Analyst Intern

Organization: Tradeshala

Location: Remote

Duration: 2 Months

About the Role

As an Investment Analyst Intern, you will gain first-hand experience in understanding how advisory processes work in live market environments. This role blends financial knowledge, communication skills, and real-world trading exposure.

Key Responsibilities

• Assist in designing customized investment strategies based on market conditions and client profiles
• Conduct research on stocks, ETFs, mutual funds, and derivatives for investment recommendations
• Support the advisory team in creating client-facing reports, performance summaries, and portfolio reviews
• Monitor client portfolios and track relevant economic and market events
• Help prepare financial plans, risk profiling reports, and trading ideas
• Join live client sessions to observe how investment recommendations are made and communicated
• Contribute to research notes, market outlooks, and educational content for investors

Requirements & Tech Stack

• Students or graduates in Finance, Economics, Commerce, or MBA (Finance)
• Strong interest in wealth management, financial planning, and capital markets
• Good command over market basics, asset classes, and investment instruments
• Excellent verbal and written communication skills
• Familiarity with tools like Excel, TradingView, smallcase, or mutual fund platforms is a bonus
• Willingness to learn and adapt in a fast-paced, client-focused environment

What You’ll Gain

• Hands-on exposure to real-world investment advisory and market operations
• Mentoring from experienced advisors, traders, and portfolio strategists
• Stipend up to ₹20,000/month, depending on skills and performance
• Letter of Recommendation (LOR) and internship certificate on completion
• Chance to receive a Pre-Placement Offer (PPO) for top performers
• Skill-building in market analysis, portfolio management, and client servicing

Start Date: Immediate preferred