Financial Advisor

2 weeks ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000
Investment Analyst Job

We are looking for a talented and motivated student intern to join our team as an Investment Analyst. This is an exceptional opportunity for a self-driven, financially skilled student with an eye for investment advisory.

About the Internship:

As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to investment advisory simulation.

Key Responsibilities
  • Develop client interaction and investment strategies expertise.
  • 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 understand your behavioural 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.
  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.
  • 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 modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.
Requirements
  • 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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