Chief Investment Strategist Intern

4 days ago


anand, India beBeeInvestment Full time

About the RoleWe are seeking a highly motivated and ambitious investment professional for a challenging internship role.This is an exceptional opportunity for an individual with a passion for financial markets and a drive to succeed in investment advisory.Key Responsibilities:Investment Advisory & Client EngagementLiaise with clients to understand their financial goals and objectives.Assist in preparing investment proposals and presentations for clients.Analyse market data to provide insights for portfolio recommendations.Participate in mock client meetings to enhance 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 strategic portfolio allocation plans.Utilize AI-powered risk profiling tools to assess potential risks.Create a virtual portfolio by allocating assets across different classes, including equities, debt, ETFs, and alternative investments.Technical & AI-Driven Financial ToolsLearn about artificial intelligence applications in portfolio management.Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, encompassing:Portfolio allocation strategies.Long-term macroeconomic outlook.Security/fund selection and justification.



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