Strategic Portfolio Manager

3 days ago


Solapur, Maharashtra, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 12,50,000
Job Description

As a high-performing Investment Analyst, you will engage in cutting-edge projects involving investment advisory, portfolio management, and asset allocation. You will work on multiple mini-projects across various functional areas with practical exposure to investment advisory simulation.

You will have the opportunity to learn about 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 develop 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 portfolio allocation strategies, perform AI-powered risk profiling using our Virtual Risk Analyser, and create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.



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