Building Investment Portfolios

2 days ago


ahmedabad, India beBeeInvestment Full time

We are seeking a talented individual to join our team as an Investment Analyst Intern.This is a fantastic opportunity to gain hands-on experience in the financial sector and develop skills in investment advisory, portfolio management, and risk analysis.The successful candidate will have the chance to work on cutting-edge projects involving:Learning about client interaction and investment strategiesAssisting in preparing pitch books and investment presentations for clientsAnalyzing and presenting market data insights for portfolio recommendationsParticipating in mock client meetings to develop communication skillsIn addition to these responsibilities, you will also:Conduct fundamental and technical analysis of equities and alternative investmentsUnderstand debt securities and yield to maturity calculationsCompare investment options such as corporate bonds, NCDs, and mutual fundsDevelop portfolio allocation strategiesPerform AI-powered risk profiling using our Virtual Risk AnalyserCreate a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feedsPrepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justificationThis internship provides practical exposure to investment advisory, portfolio construction, and risk analysis, along with hands-on experience of asset allocation using investment advisory tools.



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