Financial Portfolio Manager

4 days ago

Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description

We are seeking a talented and motivated individual to join our team as an Investment Analyst.

  • This role will provide hands-on experience in asset allocation using investment advisory tools, enhance your analytical and financial modelling skills, and improve your presentation and communication skills.

Key Responsibilities:

  • Gain practical exposure to investment advisory and portfolio management through this unique internship opportunity.
  • Work on cutting-edge projects involving investment advisory and client engagement, financial research and analysis, portfolio and risk management, and technical and AI-driven financial tools.
  • Develop portfolio allocation strategies and perform AI-powered risk profiling.
  • Prepare pitch books and investment presentations for clients, analyze and present market data insights for portfolio recommendations, and work with virtual risk analyzers and portfolio analyzers.

Capstone Project: Prepare an investment proposal for a client that includes portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

Requirements

To be successful in this role, you should have:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • A willingness to self-learn and work in a fast-paced environment.
  • A strong academic record from any discipline.
What We Offer

This internship provides a unique opportunity to gain hands-on experience in investment advisory and portfolio management. You will have the chance to develop your analytical and financial modelling skills, improve your presentation and communication skills, and work with state-of-the-art technology.

About the Role

This is an ideal opportunity for students or fresh graduates looking to start their career in finance. You will work closely with experienced professionals and have the chance to contribute to real-world projects. The role is designed to provide a comprehensive learning experience and help you build a strong foundation in investment advisory and portfolio management.

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