Investment & Client Advisory Graduate Intern

Investment & Client Advisory Graduate Intern

Key Responsibilities & Learning Areas :

• Assisted in investment management by performing financial analysis, conducting market research, and evaluating portfolio performance to support client investment strategies.
• Conducted investor profiling and needs assessments, analyzing client financial situations, risk tolerance, investment goals, and time horizons to inform personalized financial recommendations.
• Supported relationship management efforts by participating in client meetings, preparing follow-up materials, and maintaining consistent, professional communication to ensure client satisfaction and engagement.
• Gained exposure to key areas of the business through rotational assignments in business development, client servicing, marketing, and control functions, broadening knowledge of operational processes in financial services.
• Assisted in preparing presentations and financial reports, helping senior advisors deliver tailored investment advice and recommendations to clients.

Skills Developed :