Senior Investment Analyst

2 days ago

vadodara, India beBeeInvestment Full time

As a Wealth Management Intern, you will gain hands-on experience in portfolio management and investment advisory, working on cutting-edge projects that drive innovation in the field.This internship is designed to provide practical exposure to wealth management simulation, asset allocation, and financial modeling.Key responsibilities include:Wealth Management & Client Engagement: Develop client relationships, prepare pitch books, analyze market data, and participate in mock client meetings.Financial Research & Analysis: Conduct fundamental and technical analysis of equities, understand debt securities, and compare investment options.Portfolio & Risk Management: Develop portfolio allocation strategies, perform AI-powered risk profiling, and create a virtual portfolio.Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and Virtual Portfolio Analyser.Upon completion of the internship, you will present an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.What We OfferThis role provides the opportunity to develop skills in wealth management, financial analysis, and portfolio management while working with a dynamic team. Our interns have access to advanced tools and technologies that enable them to contribute meaningfully to the business.Join our team of experienced professionals who are passionate about delivering exceptional results and pushing the boundaries of what is possible in the world of finance.Apply now to take the first step towards an exciting career in wealth management

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