
Investment Manager Intern
20 hours ago
Portfolio Specialist
Are you a motivated and analytical individual looking for a challenging internship? Do you have a keen eye for investment analysis and advisory?
Our company is seeking a talented student intern to join our team as a Portfolio Specialist. As a key member of our wealth management team, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.
- Key Responsibilities:
- 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 Analysis & Research
You will 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.
Critical Skills & Qualifications
We are looking for students or fresh graduates from any academic discipline who possess strong analytical and problem-solving skills, basic knowledge of Microsoft Office, and willingness to self-learn and work in a fast-paced environment.
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. Knowledge of AI applications in finance.
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