Strategic Portfolio Development Assistant

1 week ago

kozhikode, India beBeeInvestment Full time

Portfolio Management Internship OpportunityWe are seeking a highly motivated and financially skilled student to join our team as an intern for Portfolio Management. This is an exceptional opportunity for a self-driven individual with an eye for investment analysis and advisory.This role offers the chance to engage in cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will work on multiple mini-projects across various functional areas, honing your skills in:Investment Advisory and Client Engagement: Assist in preparing pitch books and investment presentations, analyze and present market data insights for portfolio recommendations, participate in mock client meetings to develop effective 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 portfolio allocation strategies, perform AI-powered risk profiling using our Virtual Risk Analyser, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.Technical and AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and Virtual Portfolio Analyser.Capstone Project: Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.As a successful candidate, you will have the opportunity to develop a range of skills, work with advanced tools, and contribute to real-world projects. We offer a stimulating and supportive environment, ideal for students looking to gain hands-on experience in finance and portfolio management.

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