Smallcase

Wealth Management Intern

InternshipWork from HomeChennai, Tamil Nadu3 months29K/mo2 openingsImmediate / Rolling

About this internship

Start your career in wealth and investment advisory with Smallcase as a Wealth Management Intern in Chennai. 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 Smallcase, 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 Chennai, Tamil Nadu

Perks & benefits

Letter of RecommendationMentorship from a named mentorLive project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunity

Interview & selection process

2 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Discussion with the hiring manager on the role and your fit

About Smallcase

Smallcase operates in the wealth technology sector and has an active presence in Chennai. 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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