
Portfolio Strategist
2 weeks ago
About the Role
We are seeking a talented and motivated individual for a Portfolio Management position. This role offers a unique opportunity to enhance your understanding of investment strategies and client portfolio management.
Key Responsibilities
As part of this role, you will work on various assignments designed to:
- Leverage investment advisory tools to engage with clients and develop effective investment strategies.
- Analyze market data insights to make informed portfolio recommendations.
- Present findings to clients and develop communication skills through mock client meetings.
Financial Analysis
You will conduct fundamental and technical analysis of equities and alternative investments, including debt securities and yield to maturity (YTM) calculations.
Portfolio & Risk Management
Develop portfolio allocation strategies using AI-powered risk profiling, creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.
Candidate Requirements
The ideal candidate should be a student or fresh graduate from any academic discipline with basic knowledge of Microsoft Office and willingness to self-learn and work in a fast-paced environment.
Benefits
This internship provides practical exposure to investment advisory, portfolio construction, and risk analysis, as well as opportunities for professional growth and development.
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