Securities Specialist

3 days ago


Palakkad, Kerala, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 35,00,000
Investment Analyst

About the Opportunity

We are seeking a highly skilled and motivated individual to fill our Investment Analyst position. This is an exceptional opportunity for someone with a strong passion for investment advisory and portfolio management.

The successful candidate will work on cutting-edge projects involving financial analysis, market research, and asset allocation.

Key Responsibilities

  • Financial Analysis & Research:
    • Analyze and present market data insights to support investment recommendations.
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
  • Portfolio Management:
    • Develop portfolio allocation strategies based on client goals and risk tolerance.
    • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioral 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.
  • Technical Skills:
    • Leverage 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.


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