Financial Specialist

1 week ago


Eluru, India beBeeInvestment Full time

About the RoleWe seek a detail-driven, analytical professional for an Investment Analyst position.Investment Advisory & Client Engagement:Learn effective client interaction and investment strategies.Support in preparing pitch books and investment presentations.Analyze market data insights for portfolio recommendations.Participate in mock client meetings to develop strong communication skills.Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Understand debt securities and yield calculations.Compare investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Develop strategic portfolio allocation plans.Perform risk profiling using AI-powered tools and understand behavioral biases.Create a diversified portfolio allocating virtual money to buy equities, debt, ETFs, and alternative investments with real-time price feeds.Technical & AI-Driven Financial Tools:Learn about artificial intelligence in portfolio management.Work on advanced Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone Project:Prepare a comprehensive investment proposal for a client, including portfolio allocation recommendations, long-term economic outlook, security/fund selection, and justification.



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