Strategic Financial Professional

2 days ago

Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000
Job Overview

The Investment Analyst role is an exciting opportunity to work on cutting-edge projects in investment advisory, portfolio management, and risk profiling.

  • You will engage in multiple mini-projects across various functional areas, including client interaction and investment strategies.
  • Prepare pitch books and investment presentations for clients, analyzing market data insights for portfolio recommendations.
  • 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, develop portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser, creating a portfolio of assets with near-live price feeds.
  • Learn about artificial intelligence in portfolio management, work on Virtual Risk and Virtual Portfolio Analyzers.
  • Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, and security/fund selection and justification.

Key Benefits

  • Gain practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Develop strong analytical and financial modelling skills.
  • Enhance presentation and communication skills.
  • Acquire knowledge of AI applications in finance.

Internship Details

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

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