Financial Portfolio Strategist

2 days ago

Kollam, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

About Our Opportunity

We are seeking a talented and motivated individual to join our team as a Portfolio Manager.

This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.

About the Role:

As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

Key Responsibilities

As part of this role, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

1. Wealth Management & Client Engagement

  • Leverage client interaction and investment strategies to drive business growth.
  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop effective communication skills.

2. 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.

3. Portfolio & Risk Management

  • Develop portfolio allocation strategies to optimize returns.
  • Perform AI-powered risk profiling using advanced tools.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.

4. Technical & AI-Driven Financial Tools

  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.

5. 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 Gain

  • 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.

Requirements

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

Type: Unpaid

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