
AI Investment Portfolio Manager
10 hours ago
Investment Analyst Role Overview
This role offers an opportunity to work on cutting-edge projects in investment advisory, portfolio management, and asset allocation.
The successful candidate will have the chance to engage in multiple mini-projects across various functional areas, enhancing their understanding of investment strategies and client portfolio management.
- Key Responsibilities:
- 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.
- Develop portfolio allocation strategies.
- Perform AI-powered risk profiling using Virtual Risk Analyser.
Required Skills and Qualifications:
A student or 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.
Benefits:
Practical exposure to investment advisory, portfolio construction, and risk analysis.
Hands-on experience of asset allocation using investment advisory tools.
Enhanced presentation and communication skills.
Knowledge of AI applications in finance.
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