Investment Advisory Intern
Tradeshala
This job at a glance
- Who can apply
- Freshers and up to 1 year · MBA / PGDM
- Must know
- Financial analysis
- Nice to have
- Excel
- Work
- On-site in Bengaluru · internship
- Pay
- Not stated by the employer.
- Skill demand
- Financial analysis21%Excel15%of 98 similar fresher jobs posted in India this week
- Listed
- 5 Nov 2026 · still open
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About PipRaisers
PipRaisers is a growing financial research and trading insights firm, committed to delivering cutting-edge analysis and portfolio strategies in forex, commodities, crypto, and equities.
Role Overview
As an Investment Advisory Intern at PipRaisers, you’ll gain immersive experience in working alongside analysts and advisors to develop investment strategies, monitor client portfolios, and participate in real-time advisory processes. This role is ideal for aspiring professionals who wish to combine financial analysis with client-centric strategy development.
Key Responsibilities
- Assist in developing personalized investment strategies based on client goals and market dynamics
- Research investment avenues such as stocks, ETFs, mutual funds, and derivatives
- Support the advisory team in drafting client reports, portfolio reviews, and market commentary
- Track portfolio performance and analyze the impact of macroeconomic events
- Help with preparing financial plans, asset allocation strategies, and risk assessment reports
- Participate in client meetings and understand the communication side of advisory services
- Contribute to weekly research notes, trading ideas, and investor education content
Who Should Apply?
- Students or recent graduates in Finance, Commerce, Economics, or MBA (Finance)
- Keen interest in financial markets, portfolio management, and client advisory
- Understanding of capital market products and investment tools
- Strong communication skills—both written and verbal
- Familiarity with platforms like TradingView, Excel, smallcase, and AMFI portals is a plus
- Open to learning and working in a collaborative, insight-driven environment
What You’ll Gain
- Real-world exposure to investment advisory processes and client engagement
- Mentorship from seasoned analysts, portfolio managers, and traders
- Monthly stipend up to ₹20,000 based on performance and contribution
- Letter of Recommendation (LOR) and Certificate of Completion
- Pre-Placement Offer (PPO) for exceptional performers
- Skill development in research, client handling, and advisory execution
Internship Duration: 2 Months
Stipend: Up to ₹20,000 (based on performance)
Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)
Start Date: Immediate preferred