AI-Powered Investment Professional

2 days ago


Delhi, Delhi, India beBeeinvestment Full time ₹ 10,00,000 - ₹ 12,00,000
Investment Analyst Job Description

About Our FinTech Company

  • We are a pioneering organization developing cutting-edge AI tools.
  • Our focus is on creating innovative solutions for the financial industry.

Key Responsibilities as an Investment Analyst

  • Analyze and interpret market data to make informed investment decisions.
  • Develop and present portfolio recommendations to clients.
  • Assist in preparing pitch books and investment presentations.
  • Participate in mock client meetings to enhance communication skills.

Investment Advisory & Client Engagement

  • Conduct in-depth analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.
  • Compare various investment options such as corporate bonds, NCDs, and mutual funds.

Portfolio & Risk Management

  • Design and implement portfolio allocation strategies.
  • Utilize AI-powered risk profiling to assess and mitigate risks.
  • Create a diversified portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.

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.

The internship provides hands-on experience in investment advisory simulation.



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