Investment Analyst Intern

About Wealthy Nivesh

Wealthy Nivesh is a boutique investment firm combining institutional expertise with personalized investment solutions. The team consists of IIT, ISB, and LBS alumni with over 50 years of combined experience across India, the Middle East, Europe, and the Americas. The firm utilizes a research-led, data-driven approach with proprietary algorithms to build portfolios focused on generating returns above benchmarks (alpha). Wealthy Nivesh is an AMFI-registered Mutual Fund and SIF Distributor, an APMI-registered PMS Distributor, and a SEBI-registered Portfolio Manager. They serve clients in India and the Middle East, including NRIs, and have been featured in Mint, Business Standard, Outlook Money, and BW Businessworld.

About the Role

Seeking a sharp, curious Analyst Intern to join the research team. The intern will work directly with analysts and founders on mutual fund research, client portfolio reviews, and industry and product analysis. This role offers insight into how institutional-grade research translates into practical advice for investors.

Duration

• 3 / 6 months

Key Responsibilities

• Research and analyze mutual fund schemes across equity, debt, and hybrid categories, assessing returns, risk, expense ratios, portfolio composition, and fund manager track record.
• Track and compare funds against benchmarks and peers, and help maintain a shortlist of recommended funds.
• Prepare client portfolio reviews covering asset allocation, fund overlap, performance versus benchmarks, and rebalancing suggestions.
• Conduct industry and sector research, and track market trends, economic developments, and regulatory updates (SEBI, AMFI, RBI).
• Research investment products such as mutual funds, PMS, SIFs, AIFs, bonds, and global funds, and summarize their features, risks, and suitability for different client profiles.
• Build and update Excel models, dashboards, and trackers to support fund selection and portfolio analytics.
• Prepare research notes, presentations, and client-ready reports.
• Support the team with ad-hoc research and data requests.

Qualifications

• Graduate, or currently pursuing graduation (2nd or 3rd year of college) in Finance, Commerce, Economics, Engineering, Statistics, Business Administration, or a related field.
• Strong analytical and quantitative skills.
• Proficiency in MS Excel (formulas, pivot tables, charts).
• Basic understanding of mutual funds, capital markets, and financial concepts.
• Proficient written and verbal communication skills.

What You’ll Learn

• How funds, PMS, and other products are evaluated and selected in a data-driven, alpha-focused process.
• How portfolios are structured and reviewed for HNI and NRI clients.
• Hands-on exposure to market research, financial analysis, and client communication.
• Mentorship from a team with backgrounds in IIT, ISB, LBS, and leading banks.