Investment Portfolio Development Associate

3 days ago


Aligarh, Uttar Pradesh, India beBeeFinance Full time ₹ 72,000 - ₹ 3,60,000
Financial Markets and Portfolio Development Associate

This opportunity is ideal for students or recent graduates in Finance, Economics, Quantitative Analysis, or Commerce domains to acquire hands-on experience in financial markets, investment analysis, and portfolio management.

Key Responsibilities:
  • Monitor and analyze global equity, bond, and derivative market trends
  • Examine macroeconomic indicators, central bank policies, and rate cycles
  • Support the development and review of diversified investment portfolios
  • Conduct industry and company-specific research for portfolio inclusion
  • Prepare investment rationale documents, backtesting models, and risk dashboards
  • Collaborate with senior analysts to draft market outlook reports
  • Assist in constructing model portfolios and tracking key performance metrics

Required skills include a solid understanding of financial ratios, modeling, and macro trends, as well as familiarity with tools like Screener, NSE/BSE, TradingView, Investing.com, and Excel.

Suitable candidates will also receive a certificate and Letter of Recommendation (LOR). Additionally, there is the opportunity to earn a Pre-Placement Offer (PPO) based on deliverables and commitment.



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