Senior Investment Expert

4 days ago

Kannur, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000
About the Investment Role

We 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 optimization, and risk profiling. You will have the opportunity to engage in multiple mini-projects across various functional areas.

Key Responsibilities

  • Investment Advisory & Portfolio Management
    • Learn about client interaction and investment strategies.
    • Assist in preparing pitch books and investment reports 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 Analyzer and understand your behavioral 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.
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyzer.
    • Work on Virtual Portfolio Analyzer.
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

  • Expert Investment Portfolio Strategist

    1 day ago

    Kannur, Kerala, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio ManagerWe are seeking a highly skilled Investment Portfolio Manager to join our team. As a Fund Manager, you will be responsible for overseeing the performance of investment portfolios, analyzing market trends and making informed investment decisions. Your role is crucial in driving the success of the funds under your management.Key...

  • Senior Investment Strategist

    2 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 18,00,000

    Investment Promotion ManagerWe are seeking a highly skilled Investment Promotion Specialist to join our team.The ideal candidate will have a strong background in the Government sector and experience in attracting domestic and foreign investments across priority sectors.Key responsibilities include:Developing strategies to attract investments and facilitate...

  • Senior Investment Lawyer

    4 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 22,50,000

    Investment Law SpecialistWe are seeking an experienced Investment Law Specialist to join our team. This is a unique opportunity for someone with strong knowledge of corporate, securities, and foreign exchange laws to work in a fast-paced environment and engage with multiple stakeholders.Key Responsibilities:Support and manage legal processes for investments,...

  • Financial Expert

    1 day ago

    Kannur, Kerala, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Private Wealth ManagerWe are seeking a skilled financial expert to join our wealth management team. As a key member, you will be responsible for understanding and addressing clients' financial needs and goals.Developing personalized wealth management strategies and providing guidance on investment solutions is essential to meeting the unique...

  • Senior Fund Manager

    4 days ago

    Kannur, Kerala, India beBeeFundRaising Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Real Estate Fund Manager Job DescriptionWe are seeking a seasoned Real Estate Fund Manager to spearhead our fundraising efforts. As a key member of our team, you will be responsible for developing and executing effective strategies to secure investments for real estate projects.Key Responsibilities:Design and implement comprehensive fundraising plans to...

  • Financial Expert

    5 days ago

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

    As a skilled Financial Expert, you will play a pivotal role in our organization, leveraging your analytical prowess to drive informed decision-making.About the RoleThis is an exceptional opportunity to join a dynamic team of professionals who share a passion for financial innovation.Responsibilities:Present and analyze data using charts, tables, and Excel to...

  • Cultivating Innovation as a Senior Java Expert

    22 hours ago

    Kannur, Kerala, India beBeeJavaDeveloper Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Senior Java Developer Job DescriptionThis Senior Java Developer role is a key position in our software development team, responsible for designing and implementing cutting-edge solutions.Key Responsibilities:Participate in requirement gathering to ensure accurate project understanding.Create and maintain technical documentation to facilitate knowledge...

  • Senior Financial Advisor

    2 days ago

    Kannur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    As a senior financial advisor, you will play a key role in managing the financial portfolios of high net worth clients.Key Responsibilities:To acquire and retain clients through exceptional relationship-building skills.To advise clients on their investment strategies and provide guidance on managing their overall financial portfolio.To identify new business...

  • Senior Wealth Advisor

    2 days ago

    Kannur, Kerala, India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,41,00,000

    We are seeking a dynamic Wealth Manager to join our team. This role will involve managing client relationships, providing investment advice, and delivering exceptional customer service.The ideal candidate will have 2-3 years of experience in wealth management, mutual funds, or equity, with a proven track record of handling high net worth clients.They will be...

  • Senior Paraplanning Expert

    3 days ago

    Kannur, Kerala, India beBeeSenior Full time ₹ 90,00,000 - ₹ 1,20,00,000

    Job Description:We are seeking a highly skilled and experienced Senior Paraplanner to join our team. This is a senior-level role that requires a minimum of 4 years of experience in paraplanning or technical financial advice support roles.The successful candidate will have a strong understanding of Australian financial advice regulations, compliance, and...