Senior Investment Analyst Intern

1 day ago

Kannur, Kerala, India beBeePortfolioManagement Full time ₹ 90,00,000 - ₹ 1,20,00,000
About the Job

We are seeking a highly skilled and motivated intern for a Portfolio Management role. This is an extraordinary opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.

The internship is designed to provide practical exposure to wealth management simulation, including investment advisory, portfolio construction, and risk analysis.

As a Wealth Manager, you will work on cutting-edge projects involving asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across various functional areas.

Key Responsibilities
  • Learn about client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.
Financial Research & Analysis
  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.
Portfolio & Risk Management
  • Develop portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
Capstone Project
  • Prepare an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.
Benefits
  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.
Requirements
  • Student or fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.
Internship Details

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

Type: Unpaid

  • Senior Investment Leader

    2 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 1,92,00,000 - ₹ 2,16,00,000

    Key Leadership Role">Drive strategic growth by leading a dynamic team of analysts responsible for investment analysis and portfolio management.">Deliver high-quality performance reports, analyze investment options, and communicate with stakeholders to ensure exceptional client experience.">This is a hybrid role requiring collaboration with colleagues to...

  • Senior Debt Investment Professional

    2 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 20,00,000

    About the RoleWe are seeking a detail-driven Investment Analyst to join our team. As a key member of the investment team, you will play a crucial role in analyzing various investment opportunities and driving them to successful closure.Key Responsibilities:Analyze potential investment opportunities to ensure they align with our company's goals and...

  • Senior Investment Researcher

    2 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Role OverviewWe are seeking a dynamic and analytical professional to join our research team as a Senior Investment Researcher. The successful candidate will be responsible for conducting in-depth analysis of mutual funds, portfolio management services, and alternative investment funds.Key ResponsibilitiesTrack and analyze the performance of various fund...

  • Senior Investment Expert

    1 week ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000

    About the Investment RoleWe are seeking a talented and motivated student for an exciting opportunity in investment advisory. This is a chance for a self-driven, financially skilled individual with an eye for portfolio management.About the Position:As an Investment Analyst, you will work on cutting-edge projects involving investment strategies, portfolio...

  • Strategic Investment Specialist

    2 days ago

    Kannur, Kerala, India beBeeInvestor Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Investment OpportunitiesWe are seeking a skilled investment analyst to join our team. With decades of experience in healthcare operations, pharmaceuticals, and entrepreneurship, we bring strategic value to young ventures.

  • Senior Financial Analyst

    2 hours ago

    Kannur, Kerala, India beBeeFinancialResearch Full time ₹ 15,00,000 - ₹ 25,00,000

    Job DescriptionAs a financial research analyst, your primary responsibility will be to build and maintain accurate financial models with scenario analysis. You will conduct detailed DCF, relative, SOTP, and other relevant valuation methods to provide valuable insights to our clients.You will also develop and maintain databases, screen large datasets to...

  • Investment Research Assistant

    1 week ago

    Kannur, Kerala, India beBeeanalyst Full time ₹ 8,00,000 - ₹ 12,00,000

    About the Junior Analyst RoleThe Junior Analyst will play a key role in supporting our investment process.Key responsibilities include developing financial models, performing analysis and creating investment theses for assigned sectors.Key skills and qualifications required include:A strong interest in capital markets and ability to understand businesses...

  • Principal Investment Professional

    2 days ago

    Kannur, Kerala, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,01,00,000

    Senior Financial AnalystAbout the OpportunityWe are seeking a highly skilled professional with strong expertise in financial management, investment advisory, and infrastructure finance to join our team. The ideal candidate will bring proven experience in financial modelling, valuation, and feasibility assessments, while leveraging insights from top...

  • Data Science Financial Analyst Intern

    1 day ago

    Kannur, Kerala, India beBeeFinancial Full time ₹ 65,00,000 - ₹ 85,00,000

    Finance Data Analyst InternshipAbout the Opportunity:We are seeking a talented Finance Data Analyst to join our team for an internship. As a finance data analyst, you will be responsible for analyzing and interpreting complex financial data.Responsibilities:Analyze and interpret financial data from various sources.Develop and maintain databases and...

  • Strategic Investment Solutions Expert

    4 days ago

    Kannur, Kerala, India beBeeInnovative Full time ₹ 75,00,000 - ₹ 1,50,00,000

    Analyst – Client Strategy & SolutionsOur organization is a leading global investment management firm that combines financial theory, data-driven research, and technology to deliver innovative solutions for clients worldwide.Our strategies span equities, alternatives, multi-asset, and customized solutions. We serve some of the world's largest institutional...