Financial Portfolio Manager

1 day ago


Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 16,00,000
About the Opportunity

We are seeking a detail-oriented and analytical Investment Advisor to join our team.

Job Description:

This is an exciting opportunity for a self-driven individual with a passion for investment advisory. As an Investment Advisor, you will be responsible for learning about client interaction and investment strategies, preparing pitch books and investment presentations, analyzing and presenting market data insights, and participating in mock client meetings.

Key Responsibilities:

  • Analyze and present market data insights for portfolio recommendations
  • Prepare pitch books and investment presentations for clients
  • Learn about client interaction and investment strategies
  • Participate in mock client meetings to develop communication skills

Requirements:

To succeed in this role, you should have excellent analytical and financial modelling skills, strong presentation and communication skills, knowledge of AI applications in finance, and hands-on experience with asset allocation using investment advisory tools.

You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis
  • Strong analytical and financial modelling skills
  • Enhanced presentation and communication skills
  • Knowledge of AI applications in finance


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