Chief Investment Officer Candidate

19 hours ago


mangalore, India beBeeInvestment Full time

Financial Services InternshipAbout the PositionThis role offers a unique opportunity to gain hands-on experience in investment advisory, portfolio construction and risk analysis.As a Financial Services professional, you will work on cutting-edge projects involving asset allocation, investment strategies and risk profiling. You will engage in multiple mini-projects across various functional areas.Key Responsibilities:Client Interaction & Investment Strategies:Analyze client data and provide investment recommendations.Assist in preparing pitch books and investment presentations for clients.Present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & 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 & Risk Management:Develop portfolio allocation strategies using AI-powered tools.Perform risk profiling using our Virtual Risk Analyser and understand behavioral biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical & 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.What You Will Learn:Practical exposure to investment advisory, portfolio construction and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modeling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.Who Should Apply?A student or 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.



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