Summary of "How To Get Finance Internships : Step By Step Guide"
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.
- Zel Education claims:
-
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)
- Traction and Crunchbase
- Penguin Random House (book publisher mentioned)
Category
Finance
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