Strategic Investment Associate

4 days ago

thrissur, India beBeeWealth Full time

Job Opportunity OverviewThis is a chance to work on cutting-edge projects in wealth management, focusing on investment analysis and advisory.As a Wealth Manager, you will be involved in high-level tasks such as investment advisory, portfolio management, asset allocation, and risk profiling.Wealth Management & Client Engagement:Gain experience in 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 effective portfolio allocation strategies.Utilize AI-powered risk profiling tools to understand your behavioural 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:Learn about the application of artificial intelligence in portfolio management.Work on developing 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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    Thrissur, India Spacez Full time

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    thrissur, India beBeeInvestment Full time

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    thrissur, India Vettio Full time

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