Here's the complete, copy -paste -ready job posting with all four pillars filled in:
Operations Intern — Wealth & Asset Management
Jubilee Hills, Hyderabad (On -site) | 6 -Month Full -Time Internship | PPO Opportunity
About Guardian Capital
Guardian Capital Investment Advisors is an elite Wealth and Asset Management firm — awarded India's Best Investment Advisory Firm by CNBC -TV18. We deliver Wealth Management, Financial Planning, Taxation, PMS, AIF, and comprehensive investment solutions to HNI and Ultra HNI clients across India.
We are in a growth phase, building a team of exceptional professionals who bring integrity, ownership, and hunger to their work. Our mission: make a meaningful difference in the financial lives of the families who trust us with their wealth.
The Role
You'll support Guardian Capital's operations engine — the backbone that keeps client servicing running smoothly. Working alongside the operations team, you'll onboard clients on platforms like BSE and NSE, track transaction statuses, prepare and dispatch reports, and maintain accurate documentation. A hands -on learning role for a detail -oriented commerce student or graduate, with real ownership from Day 1.
Key Responsibilities
Pillar 1 — Operational Support
- Support day -to -day operations including client onboarding on platforms like BSE and NSE, resolving client queries, tracking transaction status, sending reports, and handling physical documentation
- Assist in maintaining accurate client records and ensuring timely, error -free processing across the servicing lifecycle
Pillar 2 — Team Coordination
- Support smooth team coordination to ensure minimal complaints and quick resolution; collect and analyse mutual fund data as required by the team
- Maintain a tracker of all actionable items for operations and follow up with teams for timely completion
Pillar 3 — Vendor Coordination
- Coordinate with various AMCs and platform partners (CAMS/KFinTech) to help resolve operational queries
- Support the evaluation and analysis of Mutual Funds, PMS, and other investment products
Who Should Apply
- Commerce students / graduates (B.Com, BBA) or MBA / PGDM (Finance) candidates
- Aspiring wealth / asset management professionals and capital markets enthusiasts
- Detail -oriented, process -driven individuals with strong MS Excel & PowerPoint skills
- Prior BFSI / AMC internship — an advantage
- NISM Mutual Fund Distributor certification — an advantage
Required Skills & Attributes
- Excellent written and verbal communication in English
- Working knowledge of MS Excel (must be able to use formulas) and MS PowerPoint
- Commerce background preferred; recently completed / pursuing BBA / MBA
- Willingness to obtain the NISM Mutual Funds Distributor certification during or post the internship
- Proactive, detail -oriented attitude and eagerness to learn; prior AMC exposure or knowledge of mutual fund schemes is an added advantage
Ideal Candidate Profiles
Profile A — The Commerce Detail -Driver
A B.Com / BBA student or graduate with sharp Excel skills and a methodical approach — eager to learn client onboarding, reconciliations, and reporting in a live wealth management setting.
Profile B — The Markets -Curious MBA
A finance MBA / PGDM candidate keen on mutual funds, PMS, and capital markets — ready to support AMC coordination and research while building an operations foundation for a front -line career.
Details
- Duration: 6 months, full -time
- Working Hours: 9 AM – 6 PM, Monday to Friday
- Location: Jubilee Hills, Hyderabad (On -site)
- Stipend: As per Guardian's internship policy
- Pre -Placement Offer (PPO) for strong performers
What We Offer
- Hands -on exposure to real operations — BSE/NSE onboarding, transactions, and reporting — from Day 1
- Direct mentorship from the operations and CEO's -office teams at an award -winning advisory firm
- Structured learning across mutual funds, PMS, and capital markets, with support to pursue NISM certification
- A monthly stipend as per Guardian's internship policy
- A clear path to a Pre -Placement Offer (PPO) for interns who demonstrate ownership and excellence