Portfolio Management Assistant

3 days ago


rajahmundry, India beBeeInvestment Full time

Job Title: Portfolio Management AssistantJob DescriptionThis is an entry-level position in our wealth management team where you will assist in portfolio management, financial research, and client engagement.Key Responsibilities:Wealth Management & Client Engagement:Learn client interaction strategies and investment methodologies.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 & 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.Perform risk profiling using 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 risk profiling.Technical & AI-Driven Financial Tools:Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on 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.


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