
Strategic Investment Manager
2 days ago
The role involves managing client portfolios and providing investment advice. You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.
As a wealth manager, you will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.
Key Responsibilities- Wealth Management & Client Engagement
- Learn about client interaction and investment strategies.
- 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 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.
- Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
- 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
- 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.
-
Strategic Investment Officer
2 days ago
Kottayam, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000About our TeamWe empower stock brokers and retail investors through innovative trading methods, making trading more accessible, consistent, and confidence-driven.Our Approach:Generate consistent cash flowRecover lossesBuild investor confidence in every tradeOur technology automates the trading process, allowing investors to earn extra income from every trade...
-
Executive Portfolio Manager
13 hours ago
Kottayam, Kerala, India beBeeAsset Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job OpportunityAs a seasoned asset management professional, you will oversee the existing portfolio, analyzing performance metrics and providing strategic reports to our investment committee.
-
Strategic Risk Manager
12 hours ago
Kottayam, Kerala, India beBeeRisk Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Our team works with clients to mitigate financial and strategic risks, discovering new opportunities. We help entities manage these risks in the C-Suite, improve board oversight, balance policies, and address cyber threats.Key Responsibilities:Build strong working relationships with teams and clients to exceed expectations.Produce high-quality presentations...
-
Senior Investment Analyst Position
12 hours ago
Kottayam, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000We are seeking an experienced investment analyst to join our team.Key ResponsibilitiesAnalyze and monitor fund performance, net asset value movements, portfolio composition, and manager strategyDevelop initiation and earnings update reports, sector briefs, and investment recommendationsConduct fundamental analysis using company financials, industry trends,...
-
Kottayam, Kerala, India beBeeSenior Full time ₹ 1,37,44,000 - ₹ 2,51,20,000Job Title: Senior EPM ConsultantOur company seeks a highly skilled Senior Enterprise Performance Management (EPM) consultant to drive complex implementations and build lasting client relationships. We are a leading pure-play EPM partner and strategic Jedox implementation specialist in the region, delivering cutting-edge solutions to major enterprises.To be...
-
Industrial Leadership Role
2 days ago
Kottayam, Kerala, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Leadership OpportunityAs a pivotal leader in our organization, you will play a key role in shaping the strategic direction of a significant industrial venture.Key ResponsibilitiesDevelop and implement a comprehensive financial framework to support project execution, collaborating with treasury and corporate teams to optimize financing structures.Monitor key...
-
Futurist Leader for Strategic Foresight
12 hours ago
Kottayam, Kerala, India beBeeForesight Full time ₹ 20,00,000 - ₹ 25,00,000We are seeking a forward-thinking leader to establish and direct our Future Studies Center.About the RoleEstablish and lead a multidisciplinary research center focused on strategic foresight initiatives.Publish annual reports on global trends in technology, geopolitics, and sustainability to inform business strategies and policy decisions.Develop and teach...
-
Strategic Project Manager
2 days ago
Kottayam, Kerala, India beBeeProject Full time ₹ 9,07,200 - ₹ 12,16,200As a key member of our team, you will be responsible for managing and executing various projects that require manager involvement.Key Responsibilities:Project Management: Assist in the management and execution of various projects that require manager involvement.Confidentiality: Maintain the confidentiality of sensitive information with integrity and...
-
High Salary Nri Relationship Manager
4 weeks ago
Kottayam, Kerala, India Skillventory Full timeJob DescriptionWe are seeking an NRI Relationship Manager to manage and grow a portfolio of Non-Resident Indian (NRI) clients. You will be responsible for building strong relationships, understanding their financial needs, and providing tailored banking and investment solutions. This role requires a professional with a deep understanding of NRI banking...
-
Strategic HR Leader
2 days ago
Kottayam, Kerala, India beBeeHumanResource Full time ₹ 18,00,000 - ₹ 25,00,000Senior Human Resources Manager Job DescriptionWe are seeking a seasoned professional to lead our HR department and drive strategic initiatives that enhance employee engagement, retention, and productivity.Key Responsibilities:Oversight of recruitment processes to ensure a diverse and talented workforce.Designing and implementing company policies that promote...