Strategic Investment Specialist

2 days ago


guntur, India beBeeInvestment Full time

Investment OpportunitiesWe are seeking an Investment Analyst to join our team and work on cutting-edge projects. As an Investment Analyst, you will be involved in investment advisory, portfolio management, asset allocation and risk profiling.Key Responsibilities:Investment Advisory & Client EngagementInteract with clients to understand their investment needs and strategies.Assist in preparing pitch books and investment presentations for clients.Present market data insights for portfolio recommendations.Participate in mock client meetings to develop effective communication skills.Financial Research & AnalysisConduct thorough 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 strategic portfolio allocation plans.Perform AI-driven risk profiling using our Virtual Risk Analyser.Allocate 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 the application of artificial intelligence in portfolio management.Work on Virtual Risk Analyser and Virtual Portfolio Analyser.Capstone ProjectPrepare a comprehensive investment proposal for a client, including:Portfolio allocation recommendations.Long-term macroeconomic outlook.Security/fund selection and justification.



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