Portfolio Development Specialist

1 week ago

Tiruchi, Tamil Nadu, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 85,00,000
Portfolio Management Opportunity

Develop a career in portfolio management by joining our team and gaining hands-on experience in investment advisory, portfolio construction, and risk analysis.

This internship is designed to equip you with the skills needed to succeed in the field of portfolio management. You will work on cutting-edge projects involving asset allocation, risk profiling, and financial research.

  • Learn about client interaction and develop effective communication strategies.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to hone your presentation skills.
  • 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.
  • Develop strategic portfolio allocation plans.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioural biases.
  • Create a virtual portfolio of assets allocating funds to buy equities, debt, ETFs, and alternative investments with near live price feeds.
  • Gain knowledge of artificial intelligence applications in portfolio management.
  • Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
  • Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.
Required Skills and Qualifications
  • Student of 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.
What You Will Gain
  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Enhanced analytical and financial modelling skills.
  • Improved presentation and communication skills.
  • Knowledge of AI applications in finance.

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