Build Your Investment Portfolio

2 days ago


Mangalore, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 60,00,000

Investment Portfolio Analyst Intern

This internship provides a dynamic learning experience in investment advisory, portfolio management and risk analysis. You will gain hands-on knowledge in exploring various asset classes, including equities, debt securities and alternative investments.

Key Responsibilities:

  • Collaborate with clients to understand their financial objectives and develop tailored investment strategies.
  • Prepare comprehensive financial models and pitch books to showcase market insights and portfolio recommendations.
  • Develop expertise in conducting fundamental and technical analysis of securities and alternative investments.

Financial Analysis & Modelling

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

Portfolio & Risk Management

  • Design AI-powered portfolio allocation strategies.
  • Utilize Virtual Risk Analyser to perform risk profiling and identify behavioural biases.
  • Allocate virtual money to buy securities, ETFs, and alternative investments like REITs and INVITs.

Capstone Project

  • Develop an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

To succeed in this role, you should possess strong analytical and problem-solving skills, basic knowledge of Microsoft Office, and a willingness to self-learn and work in a fast-paced environment.



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