Investment Portfolio Specialist

1 week ago


Varanasi, Uttar Pradesh, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 9,00,000

About this role

We are seeking a highly motivated and detail-oriented Financial Analyst to join our team on a self-paced internship.

As a Financial Analyst, your primary responsibilities will include:

  • Developing portfolio allocation strategies using AI-powered tools.
  • Analyzing and presenting market data insights for investment recommendations.
  • Conducting fundamental and technical analysis of equities and alternative investments.
  • Understanding debt securities and yield to maturity (YTM) calculations.
  • Comparing investment options such as corporate bonds, NCDs, and mutual funds.
  • Preparing an investment proposal for clients, including portfolio allocation recommendations and long-term macroeconomic outlook.

What You Will Learn

  • Practical exposure to financial modeling, investment advisory, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and problem-solving skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Requirements

To be successful in this role, you will need:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

Internship Details

This is an unpaid internship opportunity with a duration of 1 month or 2 months within a period of 4 months. It provides practical exposure to financial modeling, investment advisory, and risk analysis.



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