AI-Powered Wealth Manager

2 days ago

Kottayam, Kerala, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 40,00,000
About the Opportunity

We are seeking a skilled and ambitious individual to join our team as a Portfolio Manager. In this role, you will have the opportunity to work on various assignments that will enhance your understanding of investment strategies and client portfolio management.

Key Responsibilities:
  • Wealth Management & Client Engagement: You will be responsible for interacting with clients, preparing pitch books and investment presentations, analyzing and presenting market data insights for portfolio recommendations, and participating in mock client meetings to develop your communication skills.
  • Financial Research & Analysis: You will conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, and compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management: You will develop portfolio allocation strategies, perform AI-powered risk profiling using our Virtual Risk Analyser, and understand your behavioural biases. Additionally, you will create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs, etc., with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Technical & AI-Driven Financial Tools: You will learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and work on Virtual Portfolio Analyser.
  • Capstone Project: You will prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

Benefits: This internship offers practical exposure to investment advisory, portfolio construction, and risk analysis. You will gain hands-on experience of asset allocation using investment advisory tools, develop strong analytical and financial modelling skills, and enhance your presentation and communication skills. Furthermore, you will gain knowledge of AI applications in finance.

Internship Details: The duration of this internship is self-paced, and you can choose between 1 month or 2 months within a period of 4 months. This allows you to work at your own pace and schedule.

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