Strategic Portfolio Investment Specialist

1 day ago

Palakkad, Kerala, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 25,00,000
Job Title: Portfolio Manager

About ZeTheta Algorithms Private Limited

We are a FinTech start-up developing innovative AI tools.

Job Description:

The successful candidate will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

Key Responsibilities:

  • Learn about client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.
  • 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.
  • 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 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.
  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.
  • Prepare an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

What 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.

Eligibility Criteria:

  • 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.

Internship Details:

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Application Guidelines:

Submit your application with a CV and cover letter.

  • Strategic Investment Associate

    2 days ago

    Palakkad, Kerala, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 23,45,678

    Strategic Investment PartnerWe are a leading structured land investment platform with over 1,000 successful deals.Daily Responsibilities:• Develop and execute strategies to identify high-yield, legally robust land investments.• Present opportunities to potential investors and address inquiries or concerns.• Handle client portfolios and profile company...

  • Strategic Portfolio Advisor

    4 days ago

    Palakkad, Kerala, India beBeeInvestment Full time ₹ 17,84,400 - ₹ 24,49,400

    Job TitleAn Investment Solutions Specialist plays a crucial role in providing analytical, reporting, and client solutions support to help serve some of the world's largest institutional investors.The successful candidate will partner with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review...

  • Investment Portfolio Manager

    7 days ago

    Palakkad, Kerala, India beBeePortfolio Full time ₹ 25,00,000 - ₹ 50,00,000

    Portfolio Management OpportunitiesEligibility Requirements:The applicant must be a corporate entity.Adequate infrastructure, including office space, equipment, and personnel, is required.A compliance officer must be appointed.The principal officer of the applicant must possess a professional qualification in law, finance, accountancy, or business management,...

  • Strategic Investment Researcher

    2 days ago

    Palakkad, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

    Portfolio Research AnalystOur organization seeks a highly analytical and detail-oriented Portfolio Research Analyst to analyze client portfolios, support portfolio managers with actionable insights, and ensure alignment with client objectives and risk-return parameters.Conduct portfolio analysis and rebalancing to optimize asset allocation and manage...

  • Leading Investment Portfolio Management

    1 week ago

    Palakkad, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title: Investment Portfolio Manager About the Role:We are seeking a highly skilled and experienced Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions.Your role will be crucial in driving the...

  • Investment Portfolio Strategist

    2 days ago

    Palakkad, Kerala, India beBeeInvestment Full time US$ 3,00,000 - US$ 50,00,000

    Job OverviewWe are seeking a skilled Investment Portfolio Strategist to manage systematic portfolios across various asset classes.Key Responsibilities:Develop and implement quantitative strategies to achieve optimal results.Owning profit and loss (P&L) responsibility, the ideal candidate will also excel in risk management.Requirements:At least 4 years of...

  • Crypto Portfolio Specialist

    1 week ago

    Palakkad, Kerala, India beBeeDigitalAsset Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Job Opportunity:We are seeking experienced crypto traders, analysts, and portfolio managers to join our platform as live portfolio creators.This role is designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Key Responsibilities:Publish and manage one or more crypto investment portfolios on our...

  • Private Equity Investment Specialist

    4 days ago

    Palakkad, Kerala, India beBeeInvestment Full time US$ 18,000

    Private Equity Investment Specialist RoleThis highly motivated and detail-oriented professional will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.The ideal candidate will have around 3 years of experience in private equity, investment banking, or financial advisory. They will be...

  • Healthcare Investment Specialist

    2 days ago

    Palakkad, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Job SummaryWe are seeking a skilled Investment Analyst to join our team. The ideal candidate will have strong analytical skills, experience in investment analysis and financial modeling, and a deep understanding of the healthcare industry.This is a full-time role located in a metropolitan city in India.The successful candidate will be responsible for...

  • Advisor for Investment Solutions

    1 day ago

    Palakkad, Kerala, India beBeeinvestment Full time ₹ 80,00,000

    Job Title: Advisor/Investment SpecialistWe are seeking a skilled and experienced investment specialist to join our team at [Company Name]. The ideal candidate will possess excellent client-facing skills, have a strong understanding of investment products, and be able to provide expert advice on portfolio management.Key Responsibilities:Trade Execution:...