Portfolio Development Specialist

2 weeks ago

Nashik, Maharashtra, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description:

We are seeking a motivated and detail-oriented Wealth Manager to join our team. This role involves working on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

As a Wealth Manager, you will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

The key responsibilities of this role 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

Additionally, the successful candidate will be responsible for:

  • Conducting 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

The ideal candidate will have strong analytical and problem-solving skills, basic knowledge of Microsoft Office and a willingness to self-learn and work in a fast-paced environment.

Required Skills and Qualifications:

Student or fresh graduate from any academic discipline with a strong foundation in finance and economics.

Basic knowledge of financial modeling and analysis.

Excellent communication and presentation skills.

Ability to work independently and as part of a team.

Benefits:

This internship offers a unique opportunity to gain practical experience in wealth management and develop valuable skills in portfolio management and risk analysis.

You will also have the chance to engage with cutting-edge tools and technologies in the field of finance.

The internship is designed to be flexible, with the option to complete it over a period of 4 months within a self-paced schedule.

Internship Details:

Duration: Self-paced over 4 months

Type: Unpaid Internship

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