Portfolio Management Professional

3 days ago


bangalore, India beBeeInvestment Full time

About a company that specializes in AI developmentWe are developing innovative tools and services for the financial sector.Portfolio Management - Wealth Manager Internship ProgramThis internship is designed to provide practical exposure to wealth management simulation, enabling interns to develop key skills in portfolio management.Key Responsibilities:Learn client interaction and investment strategies from experienced professionals.Assist in preparing pitch books and investment presentations using market data insights.Analyze market trends and perform portfolio recommendations using technical analysis.Participate in mock client meetings to practice effective communication skills.Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Develop portfolio allocation strategies based on market trends and risk profiling.Perform AI-powered risk profiling using our Virtual Risk Analyser tool.Create a portfolio of assets with near live price feeds.Gain knowledge about artificial intelligence in portfolio management.Work on Virtual Risk Analyser and Virtual Portfolio Analyser projects.Capsule project: Prepare an investment proposal including portfolio allocation recommendations, long-term macroeconomic outlook, and security/fund selection and justification.



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