Investment Analyst Intern

3 days ago

Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000
About the Opportunity

We are seeking a highly motivated and talented student intern to join our wealth management team.

This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

The internship is designed to provide practical exposure to wealth management simulation.

Main Responsibilities:

  • Wealth Management & Client Engagement
    • 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.
  • Financial Research & Analysis
    • 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.
  • Portfolio & Risk Management
    • 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.
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on 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.

What You Will Learn:

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

Who Should Apply?

  • A student or fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • A willingness to self-learn and work in a fast-paced environment.

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