Wealthy

Investment Operations Intern

InternshipIn OfficeThane, Maharashtra2 months11K/mo3 openingsImmediate / Rolling

About this internship

Wealthy has an open Investment Operations Intern position in Thane for motivated freshers and final-year students. You will work on live investment operations projects and finish with something you can genuinely talk about in interviews. About the role As an Investment Operations Intern at…

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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, 2027 or 2028 — 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 Thane, Maharashtra or willing to work from there for the internship period

Perks & benefits

Networking with senior professionalsInternship CertificateLetter of RecommendationMentorship from a named mentorLive project experience

Interview & selection process

2 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Practical assignment or case study with a short walkthrough

About Wealthy

Wealthy operates in the wealth management sector and has an active presence in Thane. 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 work…

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