Wealth Management Internship

Indeed

Company

Job typeFull-time

Workplace typeOnsite

Experience levelNo experience limit

Education levelNo degree limit

Description

Job Summary: Student to assist in portfolio monitoring and management, report preparation, and client onboarding support. Key Highlights: 1. Portfolio monitoring and management 2. Preparation of managerial and periodic reports 3. Support in the onboarding process of new clients Description: * Currently enrolled in an undergraduate program in Administration, Economics, Engineering, or related fields; * Advanced Excel skills preferred; * Basic knowledge of the financial market preferred. * Monitoring of managed portfolios: liquidity control, alignment with clients' risk profiles, and preparation of managerial reports; * Supporting the onboarding process of new clients: managing required documentation. * Preparing and sending periodic reports to clients, * Daily monitoring of fund investment portfolios via internal systems and proprietary reports. * Preparing reports and studies upon request. 2511140202461144416

Some content was automatically translated

Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

Similar jobs

Accounting Office Intern

R$700/month

Internship

Hybrid

São Gonçalo,Rio de Janeiro

We are looking for a detail-oriented, proactive, and organized individual to join our team and provide high-quality support for growth. Your mission

Support accounting routines
Organize and send documents to clients
Manage contracts and financial reports

João SilvaIndeed

LABORATORY INTERN - Itaboraí/RJ Position

R$1,000/month

Full-time

Onsite

Itaboraí,Rio de Janeiro

Job Summary: Chemistry internship to assist in physicochemical analyses, support production and management processes, and ensure laboratory maintenanc

Perform physicochemical analyses of water and effluents
Support the chemical production process
Ensure maintenance and preservation of laboratory materials

João SilvaIndeed

Accounting Office Intern

R$700-1,000/month

Internship

Hybrid

São Gonçalo,Rio de Janeiro

We are looking for a detail-oriented, proactive, and organized individual to join our team and provide high-quality support for growth. Your mission

Support accounting routines
Organize and send documents
Issue invoices and perform bank reconciliations

João SilvaIndeed

Financial Manager

Full-time

Onsite

São Gonçalo,Rio de Janeiro

Job Summary: The Financial Manager plans and manages the company's finances, controls cash flow and taxes, and prepares reports to support strategic d

Strategic management of corporate finances
Leadership in organizational and financial planning
Preparation of managerial reports for decision-making

João SilvaIndeed

Civil Engineering Internship – Construction Office

R$1,200/month

Internship

Onsite

Niterói,Rio de Janeiro

**ADAPT Reformas Conservação e Construções Ltda** is seeking a **Civil Engineering student**, organized, responsible, and committed, to support admini

Support engineers in administrative and operational tasks
Update spreadsheets and internal controls
Assist with purchases, quotations, and technical documentation

João SilvaIndeed

ACCOUNTING SCIENCES INTERNSHIP - Duque de Caxias Center - No experience required

R$1,000/month

Full-time

Onsite

Duque de Caxias,Rio de Janeiro

Job Summary: Accounting Sciences Intern to support tax and accounting routines, ensuring legal compliance and professional development. Key Highlight

Support for tax and accounting routines
Guarantee of compliance with tax legislation
Focus on technical training and professional development

João SilvaIndeed