Wealth Management Intern/ Trainee

Key Responsibilities

• Financial Modeling & Analysis: Build and maintain financial/valuation models
• Market Research: Track global financial markets, conduct industry competitor benchmarking, and analyze emerging market trends.
• Deal & Portfolio Management: Assist in the deal lifecycle by organizing due diligence materials, screening investment opportunities, and monitoring client portfolios.
• Reporting: Prepare pitch books, presentations (using PowerPoint), and strategic data reports for senior management or clients.