Investment Finance Specialist

2 weeks ago

Gulbarga, Karnataka, India beBeeFinance Full time ₹ 40,00,000 - ₹ 60,00,000

About the Opportunity

We seek an Investment Finance Specialist to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

This role offers a unique chance for a self-driven individual with financial skills to gain practical exposure to investment advisory simulation.

The internship is designed to enhance your understanding of investment strategies and client portfolio management through hands-on experience with AI applications in finance.

Key Responsibilities:

  • Investment Advisory & Client Engagement:
    • 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.
  • 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:
    • 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.
  • 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.

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