AI Investment Portfolio Manager

10 hours ago


Solapur, Maharashtra, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

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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