Investment Portfolio Analyst Internship Opportunity

2 days ago


anand, India beBeeInvestment Full time

Join our team of talented individuals as a Portfolio Management Trainee. We are looking for ambitious students who want to launch their career in wealth management and become leaders in the financial industry. This internship will provide you with the opportunity to gain hands-on experience in investment advisory, portfolio management, and risk profiling.Responsibilities:Wealth Management & Client Engagement: You will be responsible for interacting with clients, preparing pitch books and investment presentations, analyzing market data insights, and participating in mock client meetings to develop your communication skills.Financial Research & Analysis: Conduct thorough analysis of equities, debt securities, and alternative investments, understand yield to maturity (YTM) calculations, and compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management: Develop portfolio allocation strategies using AI-powered tools, perform risk profiling, and create a virtual portfolio of assets.Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and Virtual Portfolio Analyser.The ideal candidate will have excellent communication and analytical skills, be self-motivated, and able to work in a fast-paced environment. The selected individual will be part of a dynamic team and will have the opportunity to engage in multiple projects across various functional areas.What You'll Gain:Gained experience in wealth management and investment advisoryDeveloped skills in financial research and analysisImproved knowledge of AI-powered risk profiling and portfolio managementEnhanced ability to communicate complex financial concepts to clients



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