Wealth Management Intern

About this internship

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Skills you'll use

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 Thane, Maharashtra

Perks & benefits

Interview & selection process

3 rounds — typical selection flow for this role:

1. 1Application screening & resume shortlisting by the talent team
2. 2Practical assignment or case study with a short walkthrough
3. 3HR discussion — stipend, start date, expectations and offer

About Computer Age Management Services (CAMS)

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