Portfolio Construction & Advisory Intern

We are seeking a Portfolio Construction & Advisory Intern to gain practical exposure to portfolio structuring, asset allocation and investment planning within a professional wealth management environment. This internship provides an opportunity to understand how different investment objectives, time horizons and risk considerations are incorporated when developing portfolio strategies. Interns will support the team with research, portfolio analysis and preparation of materials used in investment and wealth-planning discussions. Key Responsibilities •⁠ ⁠Assist with the preparation and review of portfolio proposals based on different investment objectives and time horizons. •⁠ ⁠Support analysis of asset allocation across equities, bonds, funds, ETFs, REITs and other investment instruments. •⁠ ⁠Research investment products and gather relevant information for portfolio comparison and review. •⁠ ⁠Assist in assessing portfolio diversification, asset exposure and potential risk considerations. •⁠ ⁠Compile information relating to investment performance, market conditions and product characteristics. •⁠ ⁠Support the preparation of portfolio presentations, investment summaries and client discussion materials. •⁠ ⁠Assist with scenario analysis to understand how different portfolio structures may respond to changing market conditions. •⁠ ⁠Review existing portfolio information and assist with identifying areas for further analysis. •⁠ ⁠Monitor relevant economic and financial developments that may affect portfolio positioning. •⁠ ⁠Work with the team on investment-related projects, presentations and portfolio review exercises. •⁠ ⁠Assist in organising research findings and translating financial information into clear presentation materials. We welcome applications from candidates seeking a Winter Break Internship who are interested in gaining practical exposure to portfolio construction and wealth management during their academic break. Interns may work on selected portfolio exercises, asset-allocation assignments and investment research projects. Through the internship, you will develop exposure to: •⁠ ⁠Portfolio construction and asset-allocation principles •⁠ ⁠Diversification and portfolio risk considerations •⁠ ⁠Investment product evaluation •⁠ ⁠Wealth and investment planning concepts •⁠ ⁠Portfolio review and analytical processes •⁠ ⁠Financial market and economic developments •⁠ ⁠Investment presentation and communication •⁠ ⁠Professional research and analytical practices We welcome candidates with an interest in: •⁠ ⁠Investments and financial markets •⁠ ⁠Portfolio management •⁠ ⁠Wealth management •⁠ ⁠Finance and economics •⁠ ⁠Financial planning •⁠ ⁠Asset allocation and investment strategy Candidates who are detail-oriented and comfortable working with financial information are encouraged to apply. Previous experience in portfolio construction is not required, as guidance and practical exposure will be provided throughout the internship. Candidates with a genuine interest in portfolio strategy and wealth management are encouraged to apply.