Chief Investment Strategist

4 days ago


nagpur, India beBeeInvestment Full time

Investment Analyst InternshipThis internship offers hands-on experience in investment advisory, portfolio management, and risk analysis. As an Investment Analyst, you will work on cutting-edge projects involving strategic financial planning, asset allocation, and performance metrics.The key responsibilities of this role include:Investment Advisory & Client EngagementLearn about client relationships and investment strategies.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 effective communication skills.Financial Research & AnalysisConduct 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.Portfolio & Risk ManagementDevelop portfolio optimization strategies.Perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioral 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.Technical & AI-Driven Financial ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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