Financial Portfolio Specialist

4 days ago


agra, India beBeeInvestment Full time

Investment OpportunitiesWe are seeking a highly motivated and detail-oriented Investment Intern to join our team.This role offers the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Gain hands-on experience in client interaction and investment strategies.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.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.Develop 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.Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Prepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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