Senior Portfolio Strategist

1 week ago


varanasi, India beBeeInvestment Full time

Investment Analyst RoleAs an Investment Analyst, you will be working on cutting-edge projects related to investment advisory and portfolio management.You will learn about client interaction and investment strategies.Responsibilities include assisting in the preparation of pitch books and investment presentations for clients.Key tasks include analyzing and presenting market data insights for portfolio recommendations.Mock client meetings will be conducted to develop communication skills.Tasks involve conducting fundamental and technical analysis of equities and alternative investments. You will understand debt securities and yield to maturity (YTM) calculations. Comparison of investment options such as corporate bonds, NCDs, and mutual funds is also required.Developing portfolio allocation strategies is a key responsibility. You will perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioral biases. Creation of a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs, etc., with near live price feeds and comparison of asset allocation to target asset allocation suggested through AI-powered risk profiling is expected.Experience in artificial intelligence in portfolio management will be gained. Work on Virtual Risk Analyser and Virtual Portfolio Analyser is involved. Preparation of an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification is necessary.Gaining practical exposure to investment advisory, portfolio construction, and risk analysis is essential. Hands-on experience of asset allocation using investment advisory tools is required. Enhancing analytical and financial modeling skills, presentation, and communication skills is a priority. Knowledge of AI applications in finance is crucial.



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