Products Intern

About aarthiq

aarthiq is an emerging wealth management firm offering integrated investment, wealth planning, and financial solutions. We focus on delivering research-driven, customized strategies that help individuals, families, and businesses achieve their financial objectives.

About the Role

We are looking for a motivated and analytically driven Products Intern to join our wealth management team. The role offers hands-on exposure to investment and portfolio analysis, financial products, and wealth management strategies. The selected candidate will work closely with the investment team on research, portfolio reporting, and investment proposals.

Key Responsibilities

• Investment Analysis: Analyze and evaluate mutual funds, bonds, and other investment products.
• Portfolio Analysis: Assist in analyzing asset allocation, risk-return characteristics, and portfolio performance.
• Investment Proposals: Support the preparation of portfolio presentations, and client proposals.
• Performance Reporting: Prepare periodic portfolio performance reports and analytical summaries.
• Market Research: Track financial markets, economic trends, and industry developments to generate actionable insights.
• Team Support: Assist the wealth management team with research, documentation, and client-related deliverables.

Qualifications & Skills

• Recently completed a degree in Finance, Economics, Business Administration, or a related field.
• Strong analytical and quantitative aptitude.
• Good understanding of or keen interest in financial markets, investment products, and wealth management.
• Proficiency in Microsoft Excel and PowerPoint.
• Strong communication, research, and presentation skills.
• Detail-oriented, proactive, and capable of working independently.
• Candidates pursuing CFA or other relevant finance certifications are encouraged to apply.

What We Offer

• Hands-on experience in investment research and portfolio management.
• Exposure to real-world investment strategies and financial products.
• Opportunity to work closely with experienced wealth management professionals.
• Practical learning in portfolio construction, performance analysis, and client advisory processes.
• A collaborative environment with opportunities for professional development.
• Compensation as per industry standards.

How to Apply: Interested candidates can apply directly through LinkedIn.