Wealth Creation Specialist

2 days ago

Ghaziabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000

About the Opportunity

Unlock your potential in portfolio management and wealth creation with our cutting-edge internship.

About the Role

We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an exceptional chance for a self-driven, financially skilled individual to excel in investment analysis and advisory.

About the Internship:

This hands-on experience provides practical exposure to wealth management simulation and offers the chance to work on innovative projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities

The selected candidate will be responsible for:

  • Wealth Management & Client Engagement: Develop 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 enhance 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: Create portfolio allocation strategies, perform AI-powered risk profiling using our Virtual Risk Analyser and understand behavioral biases, develop a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with real-time price feeds and compare asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, work on 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 modeling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

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