Portfolio Investment Analyst

2 days ago


Mumbai, Maharashtra, India beBeeRisk Full time ₹ 60,00,000 - ₹ 80,00,000

Investment Opportunity

This is a chance to work with a FinTech start-up developing innovative AI tools.

Key Responsibilities:

  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.

Financial Research & Analysis

  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.

Portfolio & Risk Management

  • Develop portfolio allocation strategies.
  • Perform risk profiling using Virtual Risk Analyser.

Technical & AI-Driven Financial Tools

  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.

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.

Internship Details



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