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JM Financial

Investment Operations Intern

InternshipHybridKolkata, West Bengal4 months12K/mo8 openingsImmediate / Rolling

About this internship

JM Financial is hiring an Investment Operations Intern in Kolkata — a hands-on, mentor-led internship built for students and 2026 freshers who want real exposure to investment operations rather than a certificate-only programme. About the role As an Investment Operations Intern at JM Financial…

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Skills you'll use

Trade Life CycleCorporate ActionsHoldings ReconciliationCustody BasicsMS ExcelSettlement CyclesReference DataException InvestigationProcess DocumentationAccuracy

What you'll do

  • Work on confirming trades, tracking corporate actions and reconciling holdings for investment desks alongside the core team
  • Apply Trade Life Cycle, Corporate Actions, Holdings Reconciliation, Custody Basics 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 B.Com, BBA, M.Com, MBA (Finance) or CFA Level 1 cleared
  • Graduating batch 2026 or 2027 — final-year students and recent graduates welcome
  • 60% / 6.0 CGPA and above preferred; strong project work is considered alongside academics
  • Working knowledge of Trade Life Cycle, Corporate Actions, Holdings Reconciliation (or a genuine willingness to learn them)
  • Exposure to Custody Basics, MS Excel, Settlement Cycles is an advantage
  • Clear written and verbal communication in English, and care with detail in your work
  • No prior work experience required — this is a fresher-friendly internship
  • Based in Kolkata, West Bengal or willing to work from there for the internship period

Perks & benefits

Exposure to professional tools and workflowsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior professionalsInternship Certificate

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 JM Financial

JM Financial operates in the investment banking 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…
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Free to apply · takes under 2 minutes · JM Financial reviews on a rolling basis.

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