Portfolio Management Assistant

1 week ago

alwar, India beBeeInvestment Full time

Portfolio Management AssistantThis internship offers hands-on experience in investment advisory, portfolio construction, and risk analysis.Key Responsibilities:Analyze market data to identify trends and make informed investment decisions.Develop and present portfolio recommendations to clients.Assist in preparing pitch books and investment presentations.Participate in mock client meetings to refine communication skills.Conduct 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.Create portfolio allocation strategies using AI-powered tools.Perform risk profiling using Virtual Risk Analyser and understand behavioral biases.Develop a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser and Virtual Portfolio Analyser projects.Prepare an investment proposal for a client including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.What You Will Learn:Practical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience of asset allocation using investment advisory tools.Strong analytical and financial modeling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.

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    alwar, India beBeeInvestment Full time

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    alwar, India beBeeProject Full time

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    alwar, India beBeeEngineer Full time

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    alwar, India beBeePortfolio Full time

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    alwar, India beBeeInvestment Full time

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    alwar, India beBeeInvestment Full time

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    alwar, India beBeeFinancial Full time

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    alwar, India beBeeInvestment Full time

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    alwar, India beBeePortfolio Full time

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    alwar, India beBeeCredit Full time

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