
Build Your Investment Portfolio
2 days ago
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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