Operations - Internship (Part Time)

About the internship:Selected intern's day-to-day responsibilities include:

1. Client onboarding end-to-end documentation, KYC, account opening, agreement execution, and custodian formalities.

2. Periodic reconciliations of holdings, cash, and transactions.

3. Preparing client periodic reports and statements.

4. Day-to-day coordination with our custodian, fund accountant, registrar, broker, and bank.

5. Preparing the periodic filings we make to SEBI and APMI, for review and sign-off.Who can apply:Only those candidates can apply who:are available for the part time job/internshipcan start the part time job/internship between 10th Sep'26 and 15th Oct'26are available for duration of 6 monthsare from Surat onlyhave relevant skills and interests* Freshers looking for jobs may also applyStipend:INR₹ 8,000 - 10,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, Job offerSkills required:MS-Office, MS-Excel, English Proficiency (Spoken) and English Proficiency (Written)Other Requirements:1. Strong written and spoken English. Much of this role involves client documents and correspondence. It is the one thing we cannot train around.2. Working knowledge of Excel.3. A careful, methodical temperament.4. Genuine interest in how a fund actually operates.About Company:Arth Portfolio Management Private Limited is a SEBI-registered Portfolio Management Services provider based in Surat, holding registration number INP000008552.

The firm manages discretionary equity portfolios for resident and non-resident clients under a single long-horizon strategy.Additional information:Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 250000 to 300000/year

Responsibilities

Selected intern's day-to-day responsibilities include:

1. Client onboarding end-to-end documentation, KYC, account opening, agreement execution, and custodian formalities.

2. Periodic reconciliations of holdings, cash, and transactions.

3. Preparing client periodic reports and statements.

4. Day-to-day coordination with our custodian, fund accountant, registrar, broker, and bank.

5. Preparing the periodic filings we make to SEBI and APMI, for review and sign-off.