Wealth Portfolio Analyst Intern
1 week ago
Job DescriptionWe are seeking a motivated individual to join our wealth management team as an intern. The role involves working on cutting-edge projects that focus on investment advisory, portfolio management, and asset allocation.Key Responsibilities:Client Engagement and Wealth Management:Analyze client needs and preferences to develop personalized investment strategies.Assist in preparing pitch books and investment presentations for clients.Present market data insights to recommend optimal portfolio allocations.Participate in mock client meetings to refine communication skills.Financial Research and 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 and Risk Management:Develop and implement portfolio allocation strategies based on client goals and risk tolerance.Perform AI-powered risk profiling to identify potential risks and opportunities.Create a diversified portfolio allocating assets across various classes with near-live price feeds.Technical and AI-Driven Financial Tools:Leverage artificial intelligence in portfolio management to optimize investment decisions.Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser tools.Capstone Project:Develop a comprehensive investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.
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Advanced Portfolio Analyst
1 week ago
nadiad, India beBeeInvestment Full timePortfolio Risk AnalystArcana is a platform for portfolio analysis, and we require skilled analysts to help us transform financial tools.We work closely with product, engineering, and data science teams to create software that meets institutional-grade standards.Analyze portfolio performance and risk using advanced analytical techniquesDevelop and explain...
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Wealth Strategy Advisor
2 days ago
nadiad, India beBeeInvestment Full timeJob ProfileA wealth management intern will work on advanced projects involving investment guidance, portfolio optimization, asset allocation, and risk profiling.Key Responsibilities:Gain knowledge of client interaction and investment strategies.Assist in preparing business cases and investment presentations for clients.Analyze and present market data...
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Strategic Portfolio Analyst
1 week ago
nadiad, India beBeeInvestment Full timeJob OpportunityWe are seeking exceptional analysts to partner with portfolio managers, risk managers, and CIOs.Analyze portfolios to uncover alpha, beta, and idiosyncratic drivers.Design and validate analytics that solve real institutional workflows.Turn complex financial data into clear, actionable insights that shape investment...
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Portfolio Risk Analyst
2 weeks ago
nadiad, India beBeeRiskAnalyst Full timePortfolio Risk AnalystThe role of a portfolio risk analyst is pivotal in helping asset managers and hedge funds navigate the complexities of investment decision-making. This position demands a deep understanding of risk models, factor-based decompositions, and volatility forecasts.Collaborate with cross-functional teams to develop robust tools and analytics...
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Strategic Portfolio Analyst
1 week ago
nadiad, India beBeeInvestment Full timeForward Deployed AnalystA leading institution is seeking a forward-thinking analyst to collaborate with top-tier clients, analyze portfolios to uncover alpha, beta, and idiosyncratic drivers.This role involves designing and validating analytics that solve real institutional workflows, turning complex financial data into clear actionable insights.Key...
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Strategic Portfolio Risk Manager
2 weeks ago
nadiad, India beBeeCreditRisk Full timeJob Description:We are seeking a seasoned Credit Risk Analyst to join our team. The ideal candidate will have expertise in credit card analytics, portfolio management, and risk strategy.The successful candidate will be responsible for developing, validating, and enhancing LTV models, credit risk models, and portfolio profitability frameworks. They will also...
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Strategic Portfolio Leader
2 weeks ago
nadiad, India beBeePortfolio Full timeProject Management Officer Role As a strategic leader, you will drive project governance, portfolio management, and business intelligence across multiple initiatives. You will lead the PMO function, ensuring adherence to organizational standards, optimizing processes, and enabling leadership with actionable insights. Key Responsibilities:Develop and...
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Strategic Application Portfolio Manager
1 week ago
nadiad, India beBeeApplication Full timeA transformative Application Portfolio Management (APM) role awaits. We seek a strategic and detail-oriented professional to spearhead application rationalization, technology mapping, and stakeholder engagement initiatives using LeanIX.Key ResponsibilitiesApplication Metadata Stewardship: Ensure accurate data within LeanIX, encompassing ownership, lifecycle,...
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Data Insight Analyst
2 weeks ago
nadiad, India beBeeData Full timeJob DescriptionWe are seeking a highly skilled Data Insight Analyst to join our team. As a key member of our data integration ecosystem, you will be responsible for analyzing and onboarding portfolio data from various sources.Main Responsibilities:Analyze and onboard portfolio data from multiple sources into our data integration platform.Collaborate with...
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Fixed Income Portfolio Manager
4 days ago
Nadiad, India Zetheta Algorithms Private Limited Full timeAbout the Company ZeTheta Algorithms Private Limited is a FinTech start-up in India which has been recently set up and is developing innovative AI tools. https://www.instagram.com/zetheta.official About the Role We are seeking a talented and motivated student intern for Fixed Income Portfolio Manager Role. This is an extraordinary opportunity for a...
