Financial Asset Manager

6 days ago

Malappuram, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Portfolio Management Internship

About the Role

We are seeking a talented and motivated individual to assist in portfolio management and wealth creation.

Key Responsibilities:

  • 1. Wealth Management & Client Engagement:
    • Liaise with clients to understand their financial goals and preferences.
    • Assist in preparing investment reports and presentations for clients.
    • Analyze market trends and provide data-driven insights for portfolio recommendations.
    • Participate in client meetings to develop communication skills.
  • 2. 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.
  • 3. Portfolio & Risk Management:
    • Develop portfolio allocation strategies based on client risk profiles.
    • Perform risk profiling using AI-powered tools and understand behavioural biases.
    • Create a virtual portfolio allocating assets with near live price feeds and compare to target asset allocation.
  • 4. Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser.
  • 5. Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

Required Skills:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

Benefits:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Eligibility Criteria:

  • Student or fresh graduate from any academic discipline.

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

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