Investment Analyst Intern

Company: Wealthy Nivesh (Indniveza Distributors Private Limited)Location: Goregaon East Duration: [3 / 6 months]About UsWealthy Nivesh is a boutique investment firm that combines institutional expertise with personalised investment solutions.

Our team of IIT, ISB and LBS alumni has over 50 years of combined experience across India, the Middle East, Europe and the Americas. We take a research-led, data-driven approach, using proprietary algorithms to build portfolios focused on generating returns above benchmarks (alpha).We are an AMFI-registered Mutual Fund and SIF Distributor, an APMI-registered PMS Distributor, and a SEBI-registered Portfolio Manager. We serve clients in India and the Middle East, including NRIs, and have been featured in Mint, Business Standard, Outlook Money and BW Businessworld.About the RoleWe are looking for a sharp, curious Analyst Intern to join our research team. You will work directly with our analysts and founders on mutual fund research, client portfolio reviews, and industry and product analysis. You will see how institutional-grade research turns into practical advice for real investors.Key ResponsibilitiesResearch and analyze mutual fund schemes across equity, debt and hybrid categories, assessing returns, risk, expense ratios, portfolio composition and fund manager track recordTrack and compare funds against benchmarks and peers, and help maintain our shortlist of recommended fundsPrepare client portfolio reviews covering asset allocation, fund overlap, performance versus benchmarks and rebalancing suggestionsConduct industry and sector research, and track market trends, economic developments and regulatory updates (SEBI, AMFI, RBI)Research investment products such as mutual funds, PMS, SIFs, AIFs, bonds and global funds, and summarize their features, risks and suitability for different client profilesBuild and update Excel models, dashboards and trackers to support fund selection and portfolio analyticsPrepare research notes, presentations and client-ready reportsSupport the team with ad-hoc research and data requestsRequired QualificationsGraduate, or currently pursuing graduation (2nd or 3rd year of college) in Finance, Commerce, Economics, Engineering, Statistics, Business Administration or a related fieldStrong analytical and quantitative skillsProficiency in MS Excel (formulas, pivot tables, charts)Basic understanding of mutual funds, capital markets and financial conceptsProficient written and verbal communicationWhat You’ll LearnHow funds, PMS and other products are evaluated and selected in a data-driven, alpha-focused processHow portfolios are structured and reviewed for HNI and NRI clientsHands-on exposure to market research, financial analysis and client communicationMentorship from a team with backgrounds in IIT, ISB, LBS and leading banks