Chief Investment Strategist

2 weeks ago

Erode, Tamil Nadu, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
About Us

We are a financial technology start-up developing innovative AI tools.

About the Role

We seek a talented student intern for Portfolio Management role. This opportunity is ideal for self-driven, financially skilled students with an eye for investment analysis and advisory.

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

The internship provides practical exposure to wealth management simulation.

Key Responsibilities:

  • Learn client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations.
  • 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 behavioural biases.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.

Capstone Project

  • Prepare an investment proposal including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.

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.

We Are Looking For

  • Students or fresh graduates 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.

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