Investment Strategist

21 hours ago

Anand, Gujarat, India beBeeWealth Full time ₹ 10,00,000 - ₹ 15,00,000

About Us

We are a cutting-edge FinTech start-up that specializes in developing innovative AI tools.

About the Role

We are seeking a talented and motivated student intern to join our Wealth Management team. This is an exceptional opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on high-profile projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a range of functional areas. The internship is designed to provide hands-on experience in wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

  • Investment Analysis & Client Engagement
  • Analyze and present market data insights for portfolio recommendations.
  • Assist in preparing pitch books and investment presentations for clients.

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.

You Will Learn

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

You Should Apply

  • Student or recent graduate from any academic discipline.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

Internship Details

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

Type: Unpaid

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