01Responsibilities
Support portfolio reviews, client reporting and mutual-fund research alongside the core insurance team; Work in Excel and internal systems on live financial data; Prepare schedules, reconciliations and reports for senior review; Research companies, customers, products or regulations as required; Present analysis clearly in notes and decks for stakeholders; Follow documentation and control standards required in a regulated business.
02Requirements
Pursuing or recently completed MBA (Finance)/BBA/B.Com/CFP/CFA L1 2026 freshers & final-year students welcome; Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them); Strong numerical ability and comfort working in MS Excel; Care with detail and the discipline to document work properly; Clear written and verbal communication in English; Based in or willing to work from Vijayawada, Andhra Pradesh. .
