Strategic Asset Manager

1 week ago


india beBeeWealth Full time

Investment OpportunitiesJob DescriptionAs a Wealth Management Intern, you'll be part of our dynamic team working on cutting-edge projects involving investment advisory, portfolio management, and risk profiling.Learn client interaction and investment strategies to achieve optimal results.Prepare pitch books and investment presentations for clients that meet their expectations.Analyze market data insights for portfolio recommendations that align with clients' goals.Participate in mock client meetings to develop effective communication skills.Conduct thorough fundamental and technical analysis of equities and alternative investments to identify opportunities.Understand debt securities and yield to maturity (YTM) calculations to make informed decisions.Compare various investment options such as corporate bonds, NCDs, and mutual funds to create diversified portfolios.Develop strategic portfolio allocation plans based on clients' risk tolerance and financial goals.Use AI-powered risk profiling to identify clients' behavioural biases and recommend suitable investment strategies.Create virtual portfolios allocating assets to buy equities, debt, ETFs, and alternative investments with real-time price feeds.Stay up-to-date with the latest developments in artificial intelligence in portfolio management and its applications.Work on our Virtual Risk Analyser and Virtual Portfolio Analyser tools to enhance your skills.Prepare comprehensive investment proposals for clients, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.



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