Financial Portfolio Analyst

3 days ago


shimoga, India beBeeInvestment Full time

Internship Opportunity in Investment AdvisoryAbout the Internship:This internship presents a unique opportunity for a self-driven student with expertise in financial management to work on advanced projects related to investment advisory, portfolio management, asset allocation, and risk profiling.Key Responsibilities:Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.You will engage in multiple mini-projects across various functional areas, gaining practical exposure to investment advisory simulations. This experience is designed to develop your analytical and financial modeling skills, as well as enhance your presentation and communication abilities.What You Will Learn:Practical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience with asset allocation using investment advisory tools.Strong analytical and financial modeling skills.Enhanced presentation and communication skills.



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