Financial Portfolio Specialist

4 days ago


Bellary, Karnataka, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

About the Investment Role

We are seeking a highly motivated and skilled student for an investment analyst position.

This is an excellent opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

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.

Technical Requirements:

You will need to have strong analytical and problem-solving skills, basic knowledge of Microsoft Office, and a willingness to self-learn and work in a fast-paced environment.

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.

Who Should Apply?

  • A student from any academic discipline with a passion for finance.

The internship offers a unique chance to gain valuable experience in investment advisory, portfolio management, and risk profiling. As an investment analyst, you will be working closely with our team to analyze market trends, identify opportunities, and make informed investment decisions.



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