Portfolio Strategist

3 days ago

lucknow, India beBeeWealth Full time

About Our Wealth Management InternshipWe are looking for an ambitious and detail-oriented individual to join our wealth management team as a full-time intern.As a member of our wealth management team, 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 wealth management simulation, allowing you to develop your skills and knowledge in a real-world setting.Responsibilities include:Learng about client interaction and investment strategies.Assisting in preparing pitch books and investment presentations for clients.Analyzing and presenting market data insights for portfolio recommendations.Participating in mock client meetings to develop communication skills.We also expect you to 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.In addition, you will be responsible for developing portfolio allocation strategies, performing AI-powered risk profiling using our Virtual Risk Analyser, and creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near-live price feeds.Technical and AI-driven financial tools are another key area of focus, where you will learn about artificial intelligence in portfolio management and work on Virtual Risk Analyser and Virtual Portfolio Analyser.Finally, you will have the opportunity to prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.

  • Investment Portfolio Strategist

    3 days ago

    lucknow, India beBeeInvestment Full time

    Investment Portfolio StrategistOur ideal candidate will be responsible for managing investment portfolios and analyzing financial data to optimize returns.Key tasks include calculating yield to maturity (YTM) and assessing returns on various fixed-income securities, determining present value (PV) of securities and assessing market pricing strategies,...

  • Digital Marketing Strategist and Content Creator

    2 weeks ago

    Lucknow, Uttar Pradesh, India GFF Ventures Travel Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    Job Title: Jr. Digital Marketing Strategist and Content CreatorLocation: DLF My Pad, Vibhuti Khand, LucknowCompany: AplusUD (Architecture & Interior Design), Nextra Buildtech (PMC &Construction), Gaon Dekho (Travel Startup), BM Design (Luxury InteriorDesign), Papillon Synergy Tech (Solar Energy)Salary: ₹2.5 Lakhs to ₹3 Lakhs per annum (depending on...

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    lucknow, India beBeePatent Full time

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    lucknow, India beBeeManagement Full time

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  • Chief Investment Strategist

    7 days ago

    lucknow, India beBeeInvestment Full time

    About our investment house we manage investments across various domestic and international vehicles.We seek an experienced leader to lead investment execution and portfolio development for our core funds.You will be responsible for full-cycle investing, including sourcing, diligence, and post-investment portfolio work.You will guide a team of professionals...

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    2 weeks ago

    Lucknow, Uttar Pradesh, India b0d89823-1a2c-418e-99ee-c757b12f69ee Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    AtDigital Ninja Labs, we don't just edit videos — we craft stories, build brands, and create digital magic. If you're someone who lives between timelines, breathes transitions, and believes every frame should speak…What You'll DoSlice, trim, and polish raw footage into scroll-stopping videos for social media, ads, reels & brand campaigns.Add exciting ...

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    lucknow, India beBeeMotion Full time

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    3 days ago

    lucknow, India beBeeDigital Full time

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    3 days ago

    lucknow, India beBeeGrowth Full time

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    5 days ago

    lucknow, India beBeeSecurity Full time

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