Wealth Manager Intern

1 week ago

Madurai, Tamil Nadu, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 10,00,000

About the Opportunity

We are seeking a motivated and detail-oriented individual for a Portfolio Management internship.

As part of this internship, you will work on various projects involving portfolio construction, risk analysis, and wealth management simulation.

Key responsibilities include:

  • Portfolio Analysis and Construction
  • Analyze and present market data insights for portfolio recommendations.
  • Develop portfolio allocation strategies.
  • Financial Research and Risk Profiling
  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
  • Client Engagement and Communication
  • Learn about client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations for clients.
  • Technical Skills and Tools
  • Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
  • Capstone Project
  • Prepare an investment proposal for a client, including portfolio allocation recommendations and 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.

Requirements

Student or fresh graduate from any academic discipline.Strong analytical and problem-solving skills.Basic knowledge of Microsoft Office.

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