Financial Strategist

2 weeks ago

Palakkad, Kerala, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 80,00,000

About this role:

As an Investment Analyst, you will have the opportunity to engage in multiple mini-projects across various functional areas, gaining practical exposure to investment strategies and client portfolio management.

You will be responsible for developing understanding of investment strategies and client interaction, preparing pitch books and investment presentations for clients, analyzing market data insights for portfolio recommendations, and participating in mock client meetings to enhance communication skills.

Additionally, you will conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity calculations, compare investment options such as corporate bonds, NCDs, and mutual funds.

Technical Skills:

  • Learning about artificial intelligence in portfolio management
  • Working on Virtual Risk Analyser and Virtual Portfolio Analyser

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

Eligibility:

  • 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

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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