Executive Investment Analyst

3 days ago


mangalore, India beBeeWealth Full time

Investment Analysis and Advisory OpportunityAbout the PositionThis is an exceptional chance for a self-driven student with a strong understanding of financial concepts and a keen eye for investment analysis and advisory.As a Wealth Manager, you will engage in cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.You will gain experience in client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Main ResponsibilitiesYour primary duties will include:Wealth Management & Client EngagementGain knowledge about client interaction and investment strategies.Support in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Financial Research & AnalysisConduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Portfolio & Risk ManagementDevelop portfolio allocation strategies.Perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioural biases.Technical & AI-Driven Financial ToolsLearnt about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.CertificationStrong analytical and financial modelling skills.



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