Intern

Location
Mumbai Central, Konkan (IN)
Salary
Standard internship payment
Posted
Jun 01, 2019
Closes
Jun 18, 2019
Ref
WM-1
Job Function
Wealth Management
Certifications
Passed CFA Level II
Employment Type
Full Time
Education
Bachelors

CFA Society India is about to kick-off a project on wealth management. The project involve intense research in the asset and wealth management areas. The individuals selected will have the opportunity to closely work industry leaders in many fields. Duties include:

1.    To prepare a sample of financial intermediaries across Banks, National Distributors, Regional Distributors, IFAs & RIAs
2.    To prepare a comprehensive questionnaire on the process followed in making investment recommendations
3.    To survey the firms and individuals through face to face interviews
4.    Match the findings with global best practices
5.    Identify gaps with the best practices prevalent
6.    Suggest recommendations
7.    Make a presentation to Advocacy Committee at Country & Region level

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