Dynamic Investment Solutions Specialist

1 week ago

udaipur, India beBeeInvestment Full time

Job OverviewWealth management internship opportunity. A fintech start-up with a focus on AI and innovative tools.About the RoleAs a wealth manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Key Responsibilities:Wealth Management & Client EngagementLearn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Financial Research & AnalysisConduct 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 ManagementDevelop portfolio allocation strategies.Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioral biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs etc. with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

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