Financial Analyst Portfolio Specialist

1 week ago

Thoothukudi, Tamil Nadu, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000
Portfolio Development Opportunity

We seek a highly motivated student intern for Portfolio Management role.

About the Role

  • This is an exceptional chance for a self-driven, financially skilled student with expertise in investment analysis and advisory.

About the Internship:

  • 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 various functional areas.
  • The internship aims to provide practical exposure to wealth management simulation.

Key Responsibilities

  • During 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 include:
  • 1. 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 effective communication skills.
  • 2. 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.
  • 3. Portfolio & Risk Management
  • Develop comprehensive portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand individual 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.
  • 4. Technical & AI-Driven Financial Tools
  • Gain knowledge of artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.
  • 5. Capstone Project
  • Prepare a comprehensive investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

What You Will Learn

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

Who Should Apply?

  • Student or fresh graduate from any academic discipline.
  • Excellent analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a dynamic environment.

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