Investment (Portfolio Construction& Asset
3 days ago
**Adept Investment/Portfolio management program**
The Adept IPM Program is an exceptional opportunity designed for ambitious individuals seeking to gain comprehensive exposure to the dynamic world of consulting. This program offers hands-on experience across multiple sectors, providing interns with a unique platform to develop their expertise and build a robust professional network.
Trustee Office Exposure: Interns will have the opportunity to delve into the intricacies of family office setups, trusts, and estate administration. Responsibilities may include:
- Drafting Wills and managing the administration of estates.
- Conducting trust accounting for underlying trusts and investments.
- Preparing resolutions and statutory filings for trusts. Additionally, interns will participate in marketing initiatives, such as creating campaigns for our services, enhancing our websites, and refining our fee guides and collateral.
Corporate Secretary Office Exposure: This aspect of the program provides insight into due diligence, company formation, and corporate finance. Interns will learn the critical processes behind establishing and maintaining corporate entities, gaining valuable experience in the compliance and financial frameworks that underpin successful businesses.
Wealth Management Office Exposure: Interns will have the opportunity to network with prestigious fund houses and product providers, gaining exposure to portfolio construction, client advisory, business owner planning, and corporate advisory. This experience will equip interns with the skills necessary to advise and manage high-net-worth clients effectively.
Property Consulting Office Exposure: Interns will explore the realm of property investment, including portfolio construction and property asset management. This experience will provide insights into the strategic considerations involved in managing and growing real estate assets.
The Program is ideal for individuals looking to build a strong foundation in consulting, with exposure to a diverse range of disciplines and the opportunity to learn from industry leaders.
**Job Types**: Full-time, Part-time, Contract, Temporary, Internship, Fresh graduate, Freelance, Student job
Contract length: 1 month
Pay: $400.00 - $700.00 per month
Expected hours: 6 - 15 per week
Schedule:
- Day shift
- Holidays
- Monday to Friday
Work Location: In person
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