Strategic Asset Allocation Specialist

2 days ago

Kollam, Kerala, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000
Investment Portfolio Specialist Opportunity

We are seeking an experienced Investment Portfolio Specialist to join our team. As a key member of our portfolio management division, you will be responsible for making informed investment decisions and developing strategic asset allocation plans.

Key Responsibilities:

  • Portfolio Management:
    • Develop in-depth knowledge of client interaction and investment strategies.
    • Analyze market trends and present data-driven insights to inform portfolio recommendations.
    • Collaborate with cross-functional teams to prepare pitch books and investment presentations for clients.
  • Financial Research & Analysis:
    • Conduct thorough fundamental and technical analysis of equities and alternative investments.
    • Understand complex debt securities and yield to maturity (YTM) calculations.
  • Risk Management:
    • Design and implement portfolio allocation strategies.
    • Utilize AI-powered risk profiling tools to identify behavioral biases.
  • Technical & AI-Driven Financial Tools:
    • Explore the applications of artificial intelligence in portfolio management.
  • Capstone Project:
    • Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, and security/fund selection and justification.

What You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience with asset allocation using investment advisory tools.
  • Strong analytical and financial modeling skills.
  • Enhanced presentation and communication skills.

Required Skills & Qualifications:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

Benefits:

Internship Details:

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

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