Mutual Fund Operations Intern

About Spectra Assets

Spectra Assets is a financial services firm offering investment, insurance, and wealth solutions.

Role: Mutual Fund Operations Intern

The Mutual Fund Operations Intern will support the day-to-day operations of the mutual fund business and gain practical exposure to core mutual fund processes and investment operations. The role involves assisting with account opening, KYC, transaction processing, trade processing, reconciliation, client documentation, and operational activities, while coordinating with Asset Management Companies (AMCs), clients, and internal teams under the guidance of senior team members. The intern will gain exposure to mutual fund processes, regulatory requirements, and transaction workflows while ensuring accurate and timely processing of client requests. This is a full-time, on-site internship based in Mumbai.

Key Responsibilities

• Assist in the daily operations of mutual funds, including trade processing and reconciliation.
• Assist with account opening, KYC, and transaction processing.
• Support the team in ensuring compliance with regulatory requirements.
• Collaborate with various departments to streamline operational processes.
• Coordinate with AMCs and internal teams for smooth transaction processing.
• Participate in team meetings and training sessions to expand knowledge of the mutual fund industry.
• Maintain accurate client records and operational documentation.

Qualifications & Skills

• Strong interest in Mutual Funds, Investments, and Financial Markets.
• Basic understanding of mutual funds and investment products is preferred.
• Good communication and coordination skills.
• Strong organizational skills and attention to detail.
• Proficiency in MS Office, Excel, and digital documentation.
• Pursuing or recently completed a degree/diploma in Commerce, Finance, Management, Economics, or a related field is preferred.
• Freshers and students are encouraged to apply.

What You’ll Gain

• Hands-on exposure to the mutual fund industry and investment operations.
• Practical experience in KYC, account opening, transaction processing, and reconciliation.
• Exposure to AMCs, investment processes, and real-world operational workflows.
• Experience in maintaining client records and handling investment-related documentation.
• Understanding of regulatory and compliance processes within the mutual fund industry.
• Certificate of Internship.
• A strong foundation for building a career in Mutual Funds, Investments & Financial Services.