Strategic Portfolio Manager

4 days ago

Vijayawada, Andhra Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Investment Advisory & Portfolio Management Role

The goal of this internship is to enhance the analytical and financial skills of a motivated student.

Our Investment Analyst Intern will be responsible for working on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

Key Responsibilities:

  • Investment Advisory & Client Engagement:
    • Develop client interaction and investment strategies.
    • Create pitch books and investment presentations for clients.
    • Analyze market data insights for portfolio recommendations.
    • Refine communication skills through mock client meetings.
  • Financial Research & Analysis:
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and 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 behavioural biases.
    • Allocate virtual money to buy equities, debt, ETFs and alternative investments.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser and 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.

What You Will Gain:

  • 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.

Requirements:

  • Student or 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.

This is an ideal opportunity for a talented and motivated individual to grow professionally and personally.

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