Investment Advisor Intern

24 hours ago


Varanasi, Uttar Pradesh, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 40,00,000
About Us

ZeTheta Algorithms Private Limited is a cutting-edge FinTech start-up developing innovative AI tools.

We are seeking a motivated student intern for Portfolio Management role. This opportunity caters to self-driven, financially skilled students with an eye for investment analysis and advisory.

Responsibilities:

  • Work on projects involving portfolio construction, asset allocation, risk profiling, and wealth management simulation.
  • Engage in multiple mini-projects across various functional areas.

Key Responsibilities:

  1. Client Engagement & Wealth Management:
    • Learn about client interaction and investment strategies.
    • Prepare pitch books and investment presentations for clients.
    • Present market data insights for portfolio recommendations.
    • Participate in mock client meetings.
  2. 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.
  3. Portfolio & Risk Management:
    • Develop portfolio allocation strategies.
    • Perform AI-powered risk profiling using our Virtual Risk Analyser.
    • Create a virtual portfolio allocating assets and compare it to target asset allocation.
  4. Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
  5. Capstone Project:
    • Prepare an investment proposal for a client, including portfolio allocation recommendations and long-term macroeconomic outlook.

You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Candidate Requirements:

  • Student or fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.


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