Senior Investment Analyst

5 days ago

Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description

About our FinTech start-up.

We are a cutting-edge organization developing innovative AI tools to revolutionize portfolio management.

This is an exceptional opportunity for a self-driven individual with strong analytical skills and financial knowledge to take on investment analysis and advisory.

You will work on leading-edge projects involving asset allocation, risk profiling, and portfolio optimization. You will have the chance to engage in multiple mini-projects across various functional areas.

Key Responsibilities

As part of this role, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management.

  • Learn about client interaction and investment approaches.
  • Assist in preparing pitch decks and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop effective communication 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 optimal portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyzer and understand your behavioral 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.
  • Gain knowledge of artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyzer.
  • Work on Virtual Portfolio Analyzer.
  • Prepare an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

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 modeling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Who Should Apply?

  • A 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.

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