Investment Portfolio Strategist

2 weeks ago


thoothukudi, India beBeeInvestment Full time

About the RoleSeeking a highly motivated and detail-oriented investment professional to join our team as an Investment Analyst Intern. This is an exceptional opportunity for a driven individual with a passion for financial markets and a strong analytical mindset.The successful candidate will work closely with our experienced professionals to develop their skills in investment advisory, portfolio management, and risk analysis.Investment Advisory & Client Engagement:Leverage your knowledge of client interaction and investment strategies to assist in preparing pitch books and investment presentations.Analyze market data insights to provide portfolio recommendations.Participate in mock client meetings to refine communication skills.Financial Research & Analysis:Conduct fundamental and technical analysis of equities and alternative investments.Develop a deep understanding of debt securities and yield to maturity (YTM) calculations.Evaluate investment options such as corporate bonds, NCDs, and mutual funds.Portfolio & Risk Management:Design and implement effective portfolio allocation strategies.Utilize AI-powered risk profiling tools to identify potential risks and opportunities.Create a virtual portfolio allocating assets across various classes, including equities, debt, ETFs, and alternative investments.Technical & AI-Driven Financial Tools:Learn about the application of artificial intelligence in portfolio management.Work on developing and refining AI-driven financial tools.Capstone Project:Prepare a comprehensive investment proposal for a hypothetical client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



  • thoothukudi, India beBeeWealth Full time

    We are currently seeking a highly motivated and detail-oriented individual to fill the role of Wealth Management Intern.Key Responsibilities:Engage with clients through various means to understand their investment needs and preferences.Assist in the development of comprehensive pitch books and presentations for clients.Conduct thorough analysis of market...


  • thoothukudi, India beBeePortfolio Full time

    We're seeking a seasoned investment leader to drive portfolio execution and development.This role offers an exceptional opportunity for professionals ready to take ownership of capital, conviction, and execution at a high-performing fund.Key Responsibilities:Full-cycle investing: sourcing, developing investment theses, conducting due diligence, structuring,...


  • thoothukudi, India beBeeFinancialAnalyst Full time

    About the RoleWe are seeking a talented and motivated student intern to contribute to our autonomous AI-driven investment advisory platform. This is an extraordinary opportunity for a self-driven, analytically minded student with a passion for financial markets and investment analysis.About the Internship:As an analyst, you will work on analysing securities,...


  • thoothukudi, India beBeeInvestment Full time

    Financial Analyst PositionWe are seeking an experienced financial analyst to join our team. As a key member of the organization, you will be responsible for analyzing portfolios to identify alpha, beta, and idiosyncratic drivers.Key responsibilities include:Designing and validating analytics that solve real-world financial problemsCollaborating with...


  • thoothukudi, India beBeeAppliance Full time

    APM Engineer - Portfolio StrategistWe're seeking an experienced APM Engineer to support our enterprise architecture and application rationalization efforts using LeanIX.This role is critical in capturing, analyzing, and maintaining application metadata to assess current technology usage, align future business requirements, and guide decisions on...


  • thoothukudi, India beBeePortfolio Full time

    Investment Researcher RoleThis is a highly engaging internship opportunity to participate in cutting-edge investment advisory and portfolio management projects.Key Responsibilities:Develop strong analytical skills by learning about client interaction and investment strategies.Prepare high-quality pitch books and investment presentations for clients.Present...


  • thoothukudi, India beBeeInvestment Full time

    Unlock Hidden Value: An Opportunity to Transform Institutional PortfoliosAs a forward-deployed analyst, you will collaborate closely with portfolio managers, risk professionals, analysts, and senior stakeholders from top hedge funds and asset managers. Your primary objective is to analyze portfolios in order to identify alpha, beta, and idiosyncratic...


  • thoothukudi, India beBeeAnalyst Full time

    Arcana is a portfolio intelligence platform for hedge funds and asset managers to analyze performance and risk.Our analysts work with product, engineering, and data science teams to build robust financial software. They have more impact, ownership, and can shape real tools for investors.ResponsibilitiesCollaborate with teams to build portfolio intelligence...


  • thoothukudi, India beBeeInvestment Full time

    Portfolio Leadership RoleWe're a performance-driven investment firm managing assets across domestic and international markets. With active investments in over 130 startups, we operate at the intersection of capital precision and operational depth.Key ResponsibilitiesYou'll lead full-cycle investing, from sourcing and developing investment opportunities to...


  • thoothukudi, India beBeeInvestment Full time

    Job DescriptionWe are seeking a highly motivated student intern to join our team in portfolio management. This role offers an exceptional opportunity for a financially skilled student with a keen eye for investment analysis and advisory.The successful candidate will have the chance to engage in cutting-edge projects involving investment advisory, portfolio...