Investment Portfolio Specialist

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 90,00,000
Investment Analyst Position

We are seeking an Investment Analyst to join our team. As an Investment Analyst, you will be responsible for working on cutting-edge projects involving investment advisory, portfolio management, and risk profiling.

  • Main Responsibilities:
    • Investment Advisory & Client Engagement:
      • Analyze and present market data insights for portfolio recommendations.
      • Assist in preparing pitch books and investment presentations for clients.
      • Learn client interaction and investment strategies.
    • 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 portfolio allocation strategies.
      • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
      • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Key Skills & Qualifications:
    • Strong analytical and problem-solving skills.
    • Basic knowledge of Microsoft Office.
    • Willingness to self-learn and work in a fast-paced environment.
    • Student or fresh graduate from any academic discipline.
  • What You Will Learn:
    • Practical exposure to investment advisory, portfolio construction, and risk analysis.
    • Hands-on experience of asset allocation using investment advisory tools.
    • Enhanced presentation and communication skills.
    • Knowledge of AI applications in finance.

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