Chief Investment Strategist

1 week ago

Kottayam, Kerala, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 10,00,000

About this Investment Opportunity

This is an exceptional chance for a driven and analytical student to gain hands-on experience in investment advisory, portfolio management, and risk analysis.

As an Investment Analyst, you will work on cutting-edge projects involving asset allocation, portfolio optimization, and market data analysis.

Key Responsibilities:

  • Determine client requirements and develop tailored investment strategies.
  • Analyze and present market data insights to support informed investment decisions.
  • Assist in preparing pitch books and investment presentations for clients.
  • Participate in mock client meetings to enhance communication skills.

Financial Research & Analysis:

  • Conduct fundamental and technical analysis of equities, bonds, and alternative investments.
  • Understand debt securities and yield to maturity calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.

Portfolio & Risk Management:

  • Develop and implement portfolio optimization strategies.
  • Perform AI-powered risk profiling using advanced analytics tools.
  • Create a virtual portfolio allocating assets across different classes with near-live price feeds.

Technical & AI-Driven Financial Tools:

  • Leverage artificial intelligence in portfolio management and risk assessment.
  • Work on Virtual Portfolio Analyser and other financial simulation tools.

Capstone Project:

  • Prepare a comprehensive investment proposal for a client, including:
  • Asset allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

You will gain practical exposure to investment advisory, portfolio construction, and risk analysis. You will also develop strong analytical and financial modelling skills, as well as enhanced presentation and communication skills. Knowledge of AI applications in finance is essential.

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