Deskripsi Pekerjaan
Are you a finance student looking to gain hands-on experience in the financial planning industry? Finivo Capital Management offers a unique internship opportunity where you can work with a specialized team dedicated to designing customized, comprehensive, and integrated financial planning solutions for individuals of 3W (Women, Wealth, and Wisdom).
As a Finance Intern at Finivo Capital Management, you will have the chance to apply your academic knowledge in a practical setting while learning from industry professionals. This internship provides an excellent platform for developing your financial analysis skills, understanding client needs, and contributing to the creation of personalized financial strategies.
Our internship program is designed to provide you with a comprehensive overview of the financial planning process, from initial client consultation to strategy implementation and review. You will gain exposure to various aspects of financial planning, including investment analysis, risk assessment, and portfolio management.
Join our dynamic team and take the first step towards a successful career in finance. At Finivo Capital Management, we value fresh perspectives and encourage innovation, making this internship an invaluable learning experience for aspiring finance professionals.
Tanggung Jawab
- Assist in the preparation of customized financial plans and investment strategies for clients
- Conduct market research and financial analysis to support decision-making
- Participate in client meetings and contribute to discussions about financial goals and objectives
- Help maintain and update client financial records and portfolio information
- Prepare financial reports, presentations, and documentation for internal and external use
- Support the team in identifying potential investment opportunities and risks
- Learn and apply financial planning software and tools used in the industry
- Collaborate with team members to ensure the delivery of high-quality financial services
Kualifikasi
- Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong analytical and problem-solving skills with attention to detail
- Basic knowledge of financial planning concepts, investment products, and market trends
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proactive attitude with a strong desire to learn and grow in the finance industry
- Organizational skills and ability to manage multiple tasks efficiently