Strategic Asset Manager

2 weeks ago


moradabad, India beBeeInvestment Full time

Wealth Management Intern at our FinTech start-up is an exciting opportunity to work on cutting-edge projects involving investment advisory, portfolio management and asset allocation.Key ResponsibilitiesDevelop a deep understanding of client interaction and investment strategies.Assist in preparing detailed pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop strong communication skills.Conduct thorough fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity calculations.Compare various investment options such as corporate bonds, NCDs and mutual funds.Develop effective portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.Learn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Prepare a comprehensive investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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