Chief Financial Strategist

2 weeks ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

About this exciting opportunity

We are developing innovative AI tools.

Investment Analyst Role

This is a great chance for a motivated, financially skilled professional to make an impact in investment advisory.

As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

Key Responsibilities:
  • Investment Advisory & Client Engagement:
    • 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.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

You will gain:

  • Practical experience in investment advisory, portfolio construction and risk analysis.
  • Hands-on knowledge of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Who Should Apply:

  • Any graduate or professional from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to learn and adapt quickly.

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