
Strategic Portfolio Developer
19 hours ago
About us
We are a FinTech start-up developing innovative AI tools. Our mission is to provide cutting-edge solutions for wealth management and investment advisory.
About the Role:
You will work on exciting projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across various functional areas.
Key Responsibilities
- Wealth Management & Client Engagement: 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.
- 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 and 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.
What You Will Gain
- 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.
Requirements
You should be a student or fresh graduate from any academic discipline. You should also have strong analytical and problem-solving skills. Basic knowledge of Microsoft Office is required. Additionally, you should be willing to self-learn and work in a fast-paced environment.
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