Financial Strategist

5 days ago

kakinada, India beBeeInvestment Full time

About Our RoleAt our organization, we are seeking a motivated and financially skilled individual for an Investment Analyst position. This is an exceptional opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.We aim to provide practical exposure to investment advisory simulation, allowing you to develop strong analytical and financial modeling skills. You will have the opportunity to engage in multiple mini-projects across various functional areas.Key ResponsibilitiesInvestment Advisory & Client Engagement:Learn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Develop portfolio allocation strategies.Perform AI-powered risk profiling using our Virtual Risk Analyzer and understand your behavioral biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs, etc., with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical & AI-Driven Financial Tools:Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyzer.Work on Virtual Portfolio Analyzer.Capstone Project:Prepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will LearnPractical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modeling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.RequirementsStudent or recent graduate from any academic discipline.Strong analytical and problem-solving skills.Basic knowledge of Microsoft Office.Willingness to self-learn and work in a fast-paced environment.Internship DetailsThis internship offers a flexible duration of 1 month or 2 months within a period of 4 months. It is an unpaid opportunity.

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