Investment Manager

1 day ago

Nashik, Maharashtra, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 12,10,000
Investment Management Opportunity

About the Internship:

We are seeking a talented and motivated student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. This is an exceptional opportunity for a self-driven individual with analytical skills to gain practical exposure to wealth management.

 

About the Role

You will be responsible for working through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your key responsibilities include:

  • Learning about client interaction and investment strategies.
  • Assisting in preparing pitch books and investment presentations for clients.
  • Analyzing and presenting market data insights for portfolio recommendations.
  • Participating in mock client meetings to develop communication skills.

 

Financial Research & Analysis

Conduct fundamental and technical analysis of equities and alternative investments.

  • Understanding debt securities and yield to maturity (YTM) calculations.
  • Comparing investment options such as corporate bonds, NCDs, and mutual funds.

 

Portfolio & Risk Management

Develop portfolio allocation strategies.

  • Performing AI-powered risk profiling using our Virtual Risk Analyser and understanding behavioural biases.
  • Creating 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 comparing 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.

  • Working on Virtual Risk Analyser.
  • Working 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.

 

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.

 

Qualifications

A student or fresh graduate from any academic discipline with:

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

 

This internship is designed to provide you with the skills and knowledge required to succeed in the field of investment management.

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