Portfolio Development Specialist

3 days ago

Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 12,00,000
About the Role

We're seeking a talented and motivated individual to join our team as an intern. This is a fantastic opportunity to gain practical experience in investment advisory, portfolio construction, and risk analysis.

As a student or fresh graduate from any academic discipline, you will work on cutting-edge projects involving wealth management simulation, asset allocation, and AI-powered risk profiling.

Your primary responsibilities will include:

  • Wealth Management & Client Engagement
    • Analyze and present market data insights for portfolio recommendations.
    • Assist in preparing pitch books and investment presentations for clients.
    • Learn about client interaction and investment strategies.
  • Financial Research & Analysis
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
  • Portfolio & Risk Management
    • Develop portfolio allocation strategies.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.
  • Technical & AI-Driven Financial Tools
    • Work on Virtual Risk Analyser.
    • Learn about artificial intelligence in portfolio management.
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

You will have the opportunity to learn from experienced professionals and develop strong analytical and financial modelling skills.

The ideal candidate will have:

  • A student or fresh graduate background from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • A willingness to self-learn and work in a fast-paced environment.

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