Portfolio Management Specialist

6 days ago

lucknow, India beBeeInvestment Full time

Portfolio Management OpportunityThis is an exceptional chance for a driven, financially skilled individual with expertise in investment analysis and advisory.Wealth Management & Client EngagementGain knowledge on 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 enhance communication skills.Financial Research & AnalysisConduct 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 ManagementDevelop portfolio allocation strategies.Perform AI powered risk profiling using our Virtual Risk Analyser and comprehend your behavioural biases.Construct 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 ToolsLearn about artificial intelligence in portfolio management.Work on Virtual Risk Analyser.Work on Virtual Portfolio Analyser.Capstone ProjectPrepare an investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.You will gain practical experience in investment advisory, portfolio construction, and risk analysis, as well as hands-on experience of asset allocation using investment advisory tools.

  • Portfolio Intelligence Specialist

    1 week ago

    lucknow, India beBeeInvestment Full time

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    lucknow, India beBeeApplication Full time

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    1 week ago

    lucknow, India beBeePortfolio Full time

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  • Predictive Portfolio Risk Specialist

    1 week ago

    lucknow, India beBeePortfolioRisk Full time

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  • Senior Portfolio Manager

    1 week ago

    lucknow, India beBeeInvestment Full time

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    1 week ago

    lucknow, India beBeeProfessional Full time

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    lucknow, India beBeeWealth Full time

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    lucknow, India beBeeData Full time

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    lucknow, India beBeeInvestment Full time

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    4 days ago

    lucknow, India beBeePortfolio Full time

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