01Overview
Duration3 months (with possibility of conversion to full-time based on performance)Purpose of the RoleAs part of the finance team at Planify Capital, the intern will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Given the requirement of CFA Level III clearance, we expect a high-calibre candidate who can contribute meaningfully from day one.Key ResponsibilitiesAssist in the preparation of monthly & quarterly financial reports, dashboards and presentations for senior management. Build, update and maintain financial models (e.g., forecasting, budgeting, valuations) to support business units and investment decisions. Analyse business performance: variance analysis (actual vs budget/forecast), identify drivers, and prepare commentary and actionable insights. Support investment/portfolio monitoring: evaluate key metrics, track performance, and prepare investment memos/scorecards. Collaborate with cross-functional teams (operations, sales, risk, HR) to gather inputs and align on financial planning. Help with implementation and enhancement of reporting tools and processesprocess improvements and automation in Excel / BI tools. Conduct ad hoc financial and market research (industry trends, competitor benchmarking, regulatory changes) and present findings. Ensure adherence to internal controls, documentation of assumptions and model logic, and support audit/tracking activities. Assist with employer branding and internal communications by preparing finance-related content for stakeholder updates. Required Qualifications & SkillsCleared CFA Level III (or equivalent qualification) mandatory. Masters degree in Finance, Commerce, Economics or equivalent; MBA/PG Diploma in Finance is a plus. Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, modelling) and ideally PowerPoint. Basic knowledge of financial modelling, valuations, budgeting & forecasting. Analytical mindset with the ability to interpret complex data, identify trends, and make actionable recommendations. Good written & verbal communication skills. Comfortable presenting to senior stakeholders. Self-motivated, detail-orientated, and able to manage multiple tasks and deadlines in a fast-paced environment. Prior internship or project experience in finance, FP&A, investments or a related domain is an advantage. Familiarity with BI tools (Power BI/Tableau) or SQL is a plus, though not mandatory. Preferred AttributesDemonstrated interest in capital markets, investments, or corporate finance. Proactive attitude: identifies opportunities for process improvements, automation and reporting enhancements. Team player with a collaborative approach, yet capable of working independently. Comfortable working in a startup/scale-up environment where roles are dynamic and evolving. Stipend/Compensation10,000Note: This is a paid internship.Skills: reporting,research,finance,budgeting,financial planning,investment .
