Portfolio Management Specialist

6 days ago


madurai, India beBeeInvestment Full time

Job DescriptionThe role of a Wealth Management Intern is an exceptional opportunity for students and fresh graduates from any academic discipline to gain hands-on experience in portfolio management, investment advisory, and risk analysis.As a Wealth Manager, you will work on cutting-edge projects involving investment strategies, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across various functional areas and develop practical exposure to wealth management simulation.This internship is designed to provide a structured set of assignments that will enhance your understanding of investment strategies and client portfolio management.Key ResponsibilitiesAssist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Participate in mock client meetings to develop communication skills.Additionally, you will be responsible for:Conducting fundamental and technical analysis of equities and alternative investments.Understanding debt securities and yield to maturity (YTM) calculations.Comparing investment options such as corporate bonds, NCDs, and mutual funds.Throughout this internship, you will also work on developing portfolio allocation strategies, performing AI-powered risk profiling, and creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.BenefitsThis internship offers a unique opportunity to learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and enhance your analytical and financial modelling skills.You will also gain strong presentation and communication skills, knowledge of AI applications in finance, and hands-on experience with asset allocation using investment advisory tools.What You Will LearnPractical exposure to investment advisory, portfolio construction, and risk analysis.Hands-on experience with asset allocation using investment advisory tools.Strong analytical and financial modelling skills.Enhanced presentation and communication skills.Knowledge of AI applications in finance.Internship DetailsDuration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.Type: Unpaid.



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