Seeking Investment Professional

6 days ago

thoothukudi, India beBeePortfolio Full time

Investment Researcher RoleThis is a highly engaging internship opportunity to participate in cutting-edge investment advisory and portfolio management projects.Key Responsibilities:Develop strong analytical skills by learning about client interaction and investment strategies.Prepare high-quality pitch books and investment presentations for clients.Present market data insights to recommend suitable portfolios.Participate in mock client meetings to refine communication skills.Conduct thorough fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity calculations.Analyze various investment options such as corporate bonds, NCDs, and mutual funds.Design effective portfolio allocation strategies.Apply AI-powered risk profiling using Virtual Risk Analyser and understand behavioral biases.Create a virtual portfolio allocating assets with near-live price feeds and compare it to the target asset allocation suggested through AI-powered risk profiling.Work on enhancing Virtual Risk Analyser capabilities.Improve Virtual Portfolio Analyser functionality.Compile an investment proposal for a client, including portfolio recommendations, long-term macroeconomic outlook, security/fund selection, and justification.What You Will Gain:Practical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience in 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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    thoothukudi, India beBeeInvestment Full time

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