Wealth Management Intern

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Skills you'll use

What you'll do

• Support portfolio reviews, client reporting and mutual-fund research alongside the core broking & capital markets team
• Work in Excel and internal systems on live financial data
• Prepare schedules, reconciliations and reports for senior review
• Research companies, customers, products or regulations as required
• Present analysis clearly in notes and decks for stakeholders
• Follow documentation and control standards required in a regulated business

Who can apply

• Pursuing or recently completed MBA (Finance)/BBA/B.Com/CFP/CFA L1 — 2026 freshers & final-year students welcome
• Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
• Strong numerical ability and comfort working in MS Excel
• Care with detail and the discipline to document work properly
• Clear written and verbal communication in English
• Based in or willing to work from Vadodara, Gujarat

Perks & benefits

Interview & selection process

2 rounds — typical selection flow for this role:

1. 1Application screening & resume shortlisting by the talent team
2. 2Excel / case-study exercise with a short walkthrough

About 5paisa Capital

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