Financial Portfolio Analyst

3 days ago

anand, India beBeeInvestment Full time

Wealth Management Internship OpportunityAs a Wealth Management Intern, you will have the chance to work on cutting-edge projects in investment advisory, portfolio management, asset allocation, and risk profiling.Key responsibilities include:Engaging with clients to learn about their investment strategies and preferences.Preparing pitch books and investment presentations for clients, highlighting market data insights and portfolio recommendations.Participating in mock client meetings to develop effective communication skills.Additionally, you will:Conduct fundamental and technical analysis of equities and alternative investments.Develop an understanding of debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, non-convertible debentures (NCDs), and mutual funds.You will also gain knowledge about artificial intelligence in portfolio management and work on virtual risk analyzers and portfolio analyzers.A capstone project involves preparing an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

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    Anand, India Arcana Full time

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    Anand, India Arcana Full time

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    anand, India beBeeInvestment Full time

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    anand, India beBeePortfolio Full time

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    anand, India beBeeQuantitative Full time

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    anand, India beBeePortfolio Full time

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    anand, India beBeePortfolio Full time

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    anand, India beBeeInvestment Full time

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    anand, India beBeeDataAnalysis Full time

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