Video summary

How To Get Finance Internships : Step By Step Guide

Main summary

Key takeaways

Finance

Finance-focused internship/job strategy (from the subtitles)

Macro / job-market context (2026 + AI)

  • AI is said to be changing hiring rapidly.
  • Reusing older, unchanged application methods can become “irrelevant.”
  • Spamming AI-generated resumes is increasingly ineffective.
  • Hiring may now involve more rounds (6–7 vs 1–2).

Core approach: stand out with a portfolio + “proof of work”

  • Build practical, finance-relevant proof of work tied to the role you want.
    • Example: for equity research, create financial modeling.
  • Post/share the work publicly so others can access and verify it.
  • “Sell” the proof of work directly to hiring-relevant people (e.g., HR, founders, recruiters, accountants, creators) using a short, value-first message.

Recommended internship trajectory (competitive brand strategy)

  • Big-brand targets mentioned as extremely competitive:
    • Goldman Sachs
    • JP Morgan
    • Big Four
  • Strategy suggested:
    • Start with small companies for your first few internships.
    • Use that experience/industry access to move up.

Target narrower company types by finance function

  • Investment banking: apply to small investment banks (described as doing the same work but with very small clients).
  • Equity research: apply to equity research startups.
  • Accounting / CA firms: look for local CA firms (implied they hire frequently).
  • RIA (Registered Investment Advisor): message RIAs, since they “frequently hire research interns.”
  • Portfolio management (PMS):
    • Instead of focusing only on big mutual funds, the claim is that PMS has ~8× higher chances.
    • Mentioned counts (India):
      • ~50 AMCs
      • 400+ PMS
  • Newly funded smaller firms: track companies that recently got funding using Traction and Crunchbase.

Alternative experience paths (media + content industry)

  • Suggests finance YouTube channels that hire research analysts can be a practical experience source.
  • Emphasizes creating experience signals via:
    • financial models
    • reports
    • methodology write-ups
  • The speaker personally avoids this path due to being a CFA charter holder, but says others do it.

Explicit methodology / step-by-step frameworks

1) Build and leverage “proof of work”

  • Choose a target role (example: research analyst).
  • Create the required artifact (example: a financial model).
  • Post on LinkedIn, including details such as:
    • how it was made
    • valuation analysis
    • method
  • Do “stock breakdown” + valuation work, including:
    • a controversial valuation opinion
    • defend it with analysis
  • Use the work as a skill signal, arguing practical knowledge is harder to fake than theoretical knowledge.

2) Contact employers with a template

  • Message decision-makers (HR/founders/recruiters/etc.).
  • Keep outreach value-first and short.
  • Include a direct reference, e.g.:
    • “I saw your financial model using HDFC Bank’s financials…”
  • Ask for critical feedback, and offer help if the firm hires interns.
  • Claimed outcome: replies from “at least 3 out of 10” people (because most candidates use weak AI-generated outreach).

3) Build a personal finance portfolio hub

  • Use Google Drive + Notion for a single-access hub.
  • Include:
    • a one-paragraph intro
    • your CV
    • links to projects/models
  • Goal: make everything easy to understand at a glance.

Key numbers / performance metrics / explicit claims

  • Application volume / competition

    • Big firms posting roles on LinkedIn (or similar portals): 1,000+ applications within a day.
    • Mentions MBA grads from top colleges among applicants.

  • Portfolio management probability claim

    • PMS internship chance: “8 times higher” than big mutual funds.
    • Counts mentioned (India):
      • ~50 AMCs
      • 400+ PMS

  • Outreach reply rate claim

    • Cold message template: at least 3 replies out of 10.

  • Course/exam outcomes (non-internship, promotional)

    • Zel Education claims:
      • exam pass rates are 2–3× global average for ACCA/CFA/CPA
      • 100% placement after exams at firms like Goldman Sachs, JP Morgan, EY
      • ROI: students get up to 8× ROI on fees
    • Note: these are promotional claims; no additional finance performance metrics beyond placement/ROI are provided.

  • Interview structure claim

    • Interviews may now be 6–7 rounds instead of 1–2 rounds.

Risk management / cautions / disclaimers

  • No explicit finance-advice disclaimers were stated.
  • Caution about government internship portals:
    • Don’t apply blindly.
    • After applying, follow up by messaging relevant employees on LinkedIn.

Tickers / assets / instruments / sectors mentioned

Stocks / company financials

  • HDFC Bank (used in examples for modeling and outreach)

Companies / employers

  • Goldman Sachs
  • JP Morgan
  • Big Four (no specific firm named)
  • Hindustan Times (journalism background; not a finance market example)

Sectors / roles

  • Investment banking
  • Equity research
  • Accounting / CA firms
  • Portfolio management services (PMS)
  • Investment advisors (RIA)
  • Financial modeling

Government internship resources mentioned

  • AICTE portal: connects employers and interns; search by role and city and apply directly.
  • ISRO internship portal/resource: internships “continue cyclically throughout the year” across departments.

Presenters / sources

  • Presenter (speaker): referred to himself as Aditya Bhai (mentions “I” repeatedly).
  • Other organizations/tools mentioned:
    • Zel Education (promotional content + counseling)
    • AICTE (government portal)
    • ISRO (internship program)
    • LinkedIn
    • Traction and Crunchbase
    • Penguin Random House (book publisher mentioned)

Original video