Expert Investment Strategist

1 week ago


solapur, India beBeeWealth Full time

Portfolio Management TraineeThe wealth management industry is driven by the pursuit of helping clients achieve their financial objectives. As a Portfolio Manager, you will play a crucial role in creating and implementing investment strategies that meet these goals.Key responsibilities for this position include:Client Engagement: Learn about client interaction and investment strategies, assist in preparing pitch books and investment presentations, analyze and present market data insights, participate in mock client meetings.Financial Research & Analysis: Conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity calculations, compare investment options.Portfolio & Risk Management: Develop portfolio allocation strategies, perform risk profiling, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.This internship provides practical exposure to cutting-edge wealth management simulations. You will work on projects involving investment advisory, portfolio management, asset allocation, and risk profiling. The opportunity to engage with multiple mini-projects across various functional areas enhances your learning experience.



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