Wealth Management Intern
About Finary
Description
WHAT IS FINARY? At Finary, our mission is to change how money can work for you. We are building a one-stop shop for investing that gives powers back to investors. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch! Mounir https://www.linkedin.com/in/mounirlaggoune/ launched Finary in 2021. Since then, Finary has made great strides by reaching 850.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players. WHY NOW? A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience. To fuel this mission, we announced in September 2025 a 25M€ series B, backed by leading investors including PayPal Ventures, Hedosophia, Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), Eric Demuth (CEO of Bitpanda), Axel Weber (former Chairman of UBS and President of the German Central Bank) and Harsh Sinha (CTO at Wise). There’s never been a more exciting time to join Finary! WHAT WE OFFER At Finary, you’ll join a team of top performers driven by excellence, ambition, and a shared mission to reinvent personal finance. We move fast, aim high, and value ownership above all. Our culture is demanding, transparent, and deeply collaborative. It’s not for everyone — but if you’re looking to raise the bar every day with equally driven teammates, this is the place to be. Read more about our values here. https://www.notion.so/finarywealth/Our-values-2f5919045b5d80d2bbedc6aee63c9747 WHAT YOU CAN EXPECT - A high-performing team - Work with A-players across every discipline in an environment that challenges you and helps you grow fast. - Ownership - You’ll have freedom, responsibility, and trust from day one. We hire people for their talent, and we get out of their way. - Impact that matters - Build a product that helps people take control of their financial future - a topic that affects everyone. - A hybrid setup - We’re a hybrid setup company with teammates across France and Europe. We meet in person 6 times a year in Paris. - Competitive compensation - A package aligned with your experience and impact. WHAT WE DON’T CARE ABOUT - Your degree, your school - we care about what you bring to the team. - Ping pong tables, free laundry, or trendy perks - we focus on what truly matters. PORTFOLIO ANALYSIS MANAGER — INTERN Location: Paris (onsite) Internship roles are not open to remote and are based in Paris. Language: French mandatory Duration: 4-6-month internship ABOUT THE ROLE Finary's Portfolio Analysis format is France's most watched wealth management show. Instead of advising one client, you're advising millions of viewers. Your job is what you'd do in any top CGP, private bank, or family office: analyze a real €500k–€5M portfolio, spot what's underperforming or misallocated, and build a clear, quantified recommendation. The twist — your recommendation becomes a YouTube video watched by hundreds of thousands of people. You'll own the analytical core of the format: the part where the substance has to be bulletproof. You'll work closely with our YouTube and Acquisition teams, who handle production and distribution around you. This is a rare opportunity to practice your craft at the scale only media can provide, inside one of the most visible fintech brands in France. YOU’D BE A GREAT FIT IF YOU - Have a genuine, personal interest in wealth building and investing — not just academic exposure - Deeply understand wealth concepts: immobilier, assurance-vie, PEA, SCPI, private equity, asset allocation - Can confidently analyze a €500k–€5M portfolio and structure a clear, quantified assessment - Have strong Excel and wealth modeling skills - Write and communicate clearly in French - Are highly organized, reliable, and autonomous - Are comfortable interacting with the high-net-worth individuals whose portfolios you'll be analyzing - Actively use AI tools and know how to automate small workflows yourself - Are available for a 4–6 month internship - Are curious about how financial content performs online — you don't need to be a YouTuber, but you should find it interesting to understand why one analysis format clicks and another doesn't COMPENSATION Salary based on study year - Master 2 - 1800€ - Master 1 / Gap year - 1500€ - Below - 1300€ HOW TO APPLY? Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count. Click here https://www.notion.so/finarywealth/Finary-Hiring-Process-Candidate-Guide-2c4919045b5d8056b95ad8fc3a1ec49d to learn more about our hiring process.