Investment Research Associate InternAt — Shah Wealth Advisors, LLC

Portfolio Strategy Research, Investment Analysis, prepare for client meetings, portfolio reporting and analysis, Assisting in comprehensive financial planning

Tasks:

Investment research, verify trades, comprehensive financial planning

Training:

Weekly scheduled one-on-one meeting with mentor & financial advisor
Work closely with Financial planning analyst for comprehensive planning

Learning Outcome:

- Develop portfolio analysis skills by evaluating asset allocation, risk, and performance across different investments.
- Build client relationship skills by observing and assisting in communication, meetings, and client servicing.
- Learn financial planning by understanding goals-based investing, retirement planning, and tax considerations.
- Understand investment strategies by analyzing equities, bonds, ETFs, and market trends in real-world scenarios.