Financial Portfolio Specialist

3 days ago

Ellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 45,00,000
Investment Analysis Internship

About the Role

We seek a driven and analytical intern to work on investment advisory projects.

About the Opportunity:

This internship provides hands-on experience in portfolio management, risk analysis, and investment research.

Key Responsibilities

Primary responsibilities include:

Investment Advisory & Client Engagement

  • Analyze market data to provide investment recommendations.
  • Assist in preparing financial reports and presentations.
  • Participate in client meetings to develop communication skills.

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 using AI-powered tools.
  • Perform risk profiling to understand behavioural biases.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.

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.

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.

Who Should Apply?

  • 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, 1 month or 2 months within a period of 4 months provided.

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