Senior Investment Professional

21 hours ago


coimbatore, India beBeeinvestment Full time

About the OpportunityWe are seeking a highly motivated individual to fill an Investment Analyst Role. This is a fantastic chance for a self-driven, financially skilled professional with an eye for investment advisory.As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Investment Advisory & Client Engagement:Gain knowledge of client interaction and investment strategies.Assist 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.Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield to maturity (YTM) calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Develop portfolio allocation strategies.Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioral biases.Create 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 compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.Technical & AI-Driven Financial Tools:Leverage artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone Project:Prepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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