Asset Allocation Specialist

7 days ago


coimbatore, India beBeeInvestment Full time

Investment OpportunitiesWe are seeking a skilled and driven student to contribute to our Portfolio Management team.You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.Key Responsibilities:Portfolio Development & Client EngagementDevelop your understanding of client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Conduct market data analysis and present insights for portfolio recommendations.Participate in mock client meetings to refine your communication skills.Financial Analysis & ResearchPerform 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 Optimization & Risk ManagementDesign and implement portfolio allocation strategies.Utilize AI-powered risk profiling tools to identify behavioural biases.Construct a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical & AI-Driven Financial ToolsExplore artificial intelligence applications in portfolio management.Contribute to the development of Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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