Fintech Investment Specialist
2 days ago
About our companyWe are a fintech start-up developing innovative ai tools.Our job role is perfect for a self-driven, financially skilled student with an eye for investment advisory.Key Responsibilities:Investment Advisory & 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 behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, etfs and alternative investments such as reits, invit 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.
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Treasury Investment Specialist
1 week ago
vadodara, India beBeePortfolio Full timeJob OverviewWe are seeking an exceptional student intern for a Fixed Income Portfolio Manager role.Key ResponsibilitiesFixed Income Analysis and Valuation:Calculate Yield to Maturity (YTM) and assess returns on various fixed-income securities.Determine the present value of securities and evaluate market pricing strategies.Compare investment options such as...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head OfficeCompany OverviewLaverne Fintech is the Indian arm of Laverne Capital Pty Ltd, a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing operations...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head OfficeCompany OverviewLaverne Fintech is the Indian arm of Laverne Capital Pty Ltd, a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing operations...
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Coordinator to Head Office
2 days ago
vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head OfficeCompany OverviewLaverne Fintech is the Indian arm of Laverne Capital Pty Ltd, a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing operations...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head OfficeCompany OverviewLaverne Fintech is the Indian arm of Laverne Capital Pty Ltd, a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing operations...
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Coordinator to Head Office
23 hours ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head OfficeCompany OverviewLaverne Fintech is the Indian arm of Laverne Capital Pty Ltd , a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing...
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Executive Office Coordinator
1 week ago
Vadodara, India Laverne Fintech Full time € 34,000Front Office-Sales Executive (Insurance Sales Representative) Laverne Fintech Pvt. Ltd. is the Indian subsidiary of La Verne Capital Pty Ltd, a leading Australian financial services company. We specialize in financial planning, general insurance, home loans, and investment services, providing seamless client-facing and backend support to Australian clients...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head Office Company Overview Laverne Fintech is the Indian arm of Laverne Capital Pty Ltd , a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head Office Company Overview Laverne Fintech is the Indian arm of Laverne Capital Pty Ltd , a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing...
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Coordinator to Head Office
2 days ago
Vadodara, India Laverne Fintech Full timeJob Title: Coordinator to Head Office Company Overview Laverne Fintech is the Indian arm of Laverne Capital Pty Ltd, a well-established financial services company based in Australia. We specialize in providing financial planning, general insurance, home loans, and investment services to Australian clients. Our team supports backend and client-facing...
