Financial Strategist

1 week ago

palakkad, India beBeeInvestment Full time

About the RoleWe are seeking a talented and motivated individual for an Investment Analyst position. This is a unique opportunity for a self-driven, financially skilled professional with a keen eye for investment advisory.About the Internship:As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to investment advisory simulation.Key ResponsibilitiesAs part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:1. 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.2. 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.3. 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, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.4. Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.5. Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will LearnPractical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modelling 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.Internship DetailsDuration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.Type: Unpaid

  • Chief Financial Strategist

    4 days ago

    palakkad, India beBeeFinancial Full time

    Job Title: Chief Financial StrategistChief Financial Strategist Job DescriptionThe Chief Financial Strategist plays a pivotal role in dissecting financial data, crafting insightful reports, forecasting trends, and facilitating business decision-making. This position works closely with finance, accounting, and leadership teams to ensure accurate budgeting,...

  • Content Strategist

    1 week ago

    palakkad, India beBeeCopywriter Full time

    Content StrategistWe are seeking a talented Content Strategist to drive brand awareness through engaging digital content and data-driven insights.Develop and execute comprehensive content plans that align with business objectives.Conceptualize and write social media posts, reels, videos, ads, banners, and other digital content that resonates with the target...

  • International Financial Manager

    1 week ago

    palakkad, India beBeeFinancial Full time

    Financial StrategistJob Summary: We are seeking a seasoned Financial Strategist to lead our financial management operations across the US, UK, and Canada.Manage end-to-end financial planning, reporting, and analysis for international entitiesOversee financial controls, budgeting, forecasting, and regulatory complianceLead month-end and year-end close...

  • Chief Financial Planner

    2 days ago

    palakkad, India beBeeFinance Full time

    Financial Strategist RoleWork closely with senior management to design and implement comprehensive financial plans, budgets, and forecasts that align with the organization's objectives.Conduct regular financial analysis to provide data-driven insights for strategic decision-making.Identify and recommend cost-saving initiatives and investment opportunities...

  • Financial Services Professional

    1 week ago

    palakkad, India beBeeInvestment Full time

    We are seeking a highly skilled Financial Services Professional to join our team as a wealth strategist and investment advisor.About the Role:Deliver high-quality financial guidance and advice to clients on investment and insurance opportunitiesGenerate leads from diverse market sourcesOffer exceptional sales support for lead conversion, with a competitive...

  • Senior Financial Strategist

    1 week ago

    palakkad, India beBeeFinance Full time

    Are you a strategic finance expert seeking a challenging role?We're looking for a seasoned Finance Manager to lead our financial operations and drive business growth.Oversee the full spectrum of financial activities, including budgeting, forecasting, cash flow management, and financial reporting.Develop and implement robust financial systems, policies, and...

  • Chief Financial Strategist

    5 days ago

    palakkad, India beBeeTransformation Full time

    Strategic Financial Leadership OpportunityAs a seasoned financial professional, you will lead the development and implementation of a multi-year financial efficiency roadmap in partnership with the CFO.Partner with the CFO to design and implement RateGain's strategic finance plan.Drive enterprise-wide initiatives in cost optimization, automation, and process...

  • Lead Financial Strategist

    2 weeks ago

    palakkad, India beBeeFinancial Full time

    Financial Transformation SpecialistPatch the Skill is seeking an experienced financial transformation professional with a strong background in technology integrated finance functions.The ideal candidate will have around 10 years of experience in financial roles, certification as a financial expert, and a passion for process optimization.Main responsibilities...

  • Chief Financial Strategist

    2 days ago

    palakkad, India beBeeFinancial Full time

    Our organization seeks an experienced finance professional to provide strategic support in budgeting, forecasting, financial reporting, and system administration.Key ResponsibilitiesPrepare annual budgets in collaboration with cross-functional teams, ensuring alignment with our organizational strategy.Support rolling forecasts (monthly/quarterly/annual)...

  • Chief Financial Strategist

    1 week ago

    palakkad, India beBeeTaxation Full time

    We seek a strategic finance professional to oversee financial operations, ensure compliance with federal, state and local regulations. This role demands expertise in taxation policies, including deductions, credits and filings.Key Responsibilities:Prepare accurate financial statements under US GAAP, conduct variance analysis and deliver reports that provide...