Portfolio Investment Specialist

3 days ago


Amrāvati, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 75,00,000

Job Overview:

Our organization seeks an individual for the role of Portfolio Manager.

Key Responsibilities:

  • Learn about client interaction and investment strategies, assist in preparing pitch books, analyze market data insights, and 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 calculations, compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Develop portfolio allocation strategies, perform risk profiling using AI-powered tools, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.
  • Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and Virtual Portfolio Analyser, prepare an investment proposal including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

Required Skills:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience with asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Internship Details:

  • Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
  • Unpaid internship.


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