Expert Investment Analyst Intern

1 week ago

lucknow, India beBeeInvestment Full time

About this RoleWe are seeking a talented and motivated student for a Portfolio Management internship. This is an excellent opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.About the Internship:As a Portfolio Manager, 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. The internship is designed to provide practical exposure to wealth management simulation.Key ResponsibilitiesAs part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:Portfolio Management & Client EngagementLearn 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 & AnalysisConduct 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 ManagementDevelop portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural 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.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.RequirementsStudent of fresh 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 is self-paced. We offer a flexible duration of 1 month or 2 months within a period of 4 months. It's unpaid but offers hands-on experience of asset allocation using investment advisory tools and enhanced presentation and communication skills.

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