Strategic Investment Advisor

2 days ago

Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 60,00,000
Job Title:

Investment Analyst

Overview:

We are seeking a talented and motivated student intern for an Investment Analyst Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment 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.
Skills and Qualifications:
  • Student of 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.

Type: Unpaid

  • Strategic Investment Opportunities Executive

    3 days ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Our company specializes in structured land investments, delivering high-yield and legally robust deals with strategic foresight. With over 1,000 successful transactions, we are a leading platform in this field.Daily Responsibilities:Developing and executing strategies to identify new investors from the High Net Worth Individual (HNI) segmentPresenting...

  • Senior Investment Banking Professional

    22 hours ago

    Udaipur, Rajasthan, India beBeeExecutive Full time ₹ 32,10,000 - ₹ 40,16,000

    Job Overview:We are seeking a seasoned executive to lead our mergers and acquisitions team. As VP of M&A Advisory, you will guide clients through strategic transactions, from origination to closing.Key Responsibilities:Transaction Leadership: Oversee end-to-end deal execution, including origination, valuation, due diligence, negotiation, and closing.Client...

  • Executive Investment Professional

    3 days ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment RoleWe are seeking a highly skilled professional to join our investments team. This role will be based in Gurgaon, India.This position plays a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process.Assist with institutional investing...

  • Healthcare Investment Specialist

    3 days ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,40,00,000

    Healthcare Investment SpecialistThe role of the Healthcare Investment Specialist is to provide strategic investment advice to healthcare-related startups. The ideal candidate will possess a strong understanding of the healthcare industry, excellent analytical skills, and experience in investment analysis or financial modeling.Key Responsibilities:Analyze...

  • Chief Investment Strategist

    2 days ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

    About this roleWe're seeking a seasoned investment professional to drive our investment strategy and lead the way in sourcing, evaluating, and executing investments.Key ResponsibilitiesSourcing & Thesis: Build and maintain a high-quality pipeline of seed-stage, early-stage, and growth-stage opportunities. Develop and refresh thematic theses, leveraging your...

  • Infrastructure Investment Analyst

    1 week ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 3,00,00,000

    Job Title: Investment TeamAbout this RoleWe are seeking highly skilled professionals to join our Investment Team at Neo Asset Management. As an investment analyst, you will play a crucial role in driving the success of our Infrastructure Buy-out Fund.This is an exciting opportunity for talented individuals who can demonstrate their expertise in...

  • Senior Tax Advisor

    5 days ago

    Udaipur, Rajasthan, India beBeeTaxAdvisor Full time ₹ 10,00,000 - ₹ 20,00,000

    Job DescriptionWe are seeking a seasoned professional to lead complex tax advisory engagements involving mergers, demergers, business and share acquisitions, investment structuring, and joint ventures.The ideal candidate will have expertise in managing cross-functional teams to ensure strategic execution, regulatory compliance, and optimal tax efficiency.Key...

  • Senior Investment Expert

    22 hours ago

    Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 13,40,064 - ₹ 20,49,159

    We are seeking an accomplished financial professional to join our investment team. The ideal candidate will play a key role in analyzing financial data, evaluating investment opportunities, and informing strategic decision-making.Key Responsibilities:Conduct thorough financial analysis of investment opportunities across various asset classes.Create and...

  • Global Investment Opportunities Specialist

    2 days ago

    Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Description">">The role of a Client Engagement Manager involves driving investment promotion and economic development projects.">You will act as the strategic interface between international governments/EDOs and potential investors, identifying new business investment opportunities.">Engage C-level executives to uncover investment opportunities, lead FDI...

  • Investment Strategy Head

    6 days ago

    Udaipur, Rajasthan, India Pincodekart Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Develop & execute investment strategies, manage capital allocation & risk, conduct research & financial analysis, support M&A/IPO/fundraising, track returns & market trends, and align with leadership on strategic financial planning.