Optimizing Investment Portfolios

8 hours ago

Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 11,00,000
Job Opportunity

We seek a talented and motivated individual to join our Wealth Management team as an intern.

Your primary responsibilities will include:

  • Client Engagement & Wealth Management
    • Develop client interaction and investment strategies
    • Assist in preparing pitch books and investment presentations
    • Analyze and present market data insights for portfolio recommendations
    • Participate in mock client meetings to develop communication skills
  • 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
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management
    • Work on Virtual Risk Analyser
    • Work on Virtual Portfolio Analyser
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations
    • Long-term macroeconomic outlook
    • Security/fund selection and justification

You will gain practical exposure to investment advisory, portfolio construction, and risk analysis. You will also learn hands-on experience of asset allocation using investment advisory tools.

This opportunity is open to students from any academic discipline with strong analytical and problem-solving skills. Basic knowledge of Microsoft Office is required. A willingness to self-learn and work in a fast-paced environment is essential.

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