Moneyview

Wealth Management Intern

InternshipWork from HomeKolkata, West Bengal4 months38K/mo1 openingImmediate / Rolling

About this internship

Start your career in wealth and investment advisory with Moneyview as a Wealth Management Intern in Kolkata. You will sit with a working team, use the same tools and systems they do, and own a defined piece of work from day one. About the role As a Wealth Management Intern at Moneyview, your core…

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Skills you'll use

Mutual FundsPortfolio AnalysisFinancial PlanningAdvanced ExcelClient ReportingMarket ResearchRisk ProfilingInsurance BasicsCommunication SkillsRegulatory Awareness

What you'll do

Work on portfolio review, client reporting and product research alongside the core team
Apply Mutual Funds, Portfolio Analysis, Financial Planning, Advanced Excel to live, production-facing problems
Document your work clearly for reviewers and stakeholders
Participate in reviews and act on the feedback you receive
Collaborate across engineering, product, design or business as required
Follow the team's quality, testing and documentation standards

Who can apply

Pursuing or recently completed MBA (Finance)/B.Com/BBA/CFP/CFA Level 1 — 2026 freshers & final-year students welcome
Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
Strong fundamentals in your discipline and clear problem-solving ability
Care with detail and the discipline to document your work
Clear written and verbal communication in English
Based in or willing to work from Kolkata, West Bengal

Perks & benefits

Pre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior professionalsInternship CertificateLetter of Recommendation

Interview & selection process

2 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Technical interview on fundamentals and your projects

About Moneyview

Moneyview operates in the nbfc & lending sector and has an active presence in Kolkata. Interns here are put on real work from the start, because the team's view is that the fastest way to learn a craft is to practise it under people who already do it well — not to watch it from a distance. The…

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