Dynamic Portfolio Manager

2 weeks ago

Surat, Gujarat, India beBeePortfolio Full time ₹ 50,00,000 - ₹ 80,00,000
Portfolio Manager Internship">

About the Role

This internship is an excellent opportunity for a motivated student intern to gain practical experience in portfolio management and wealth advisory. As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

The ideal candidate should possess strong analytical and problem-solving skills, with a basic knowledge of Microsoft Office. You will have the opportunity to engage in multiple mini-projects across various functional areas and develop your understanding of investment strategies and client portfolio management.

Key Responsibilities

  • Wealth Management & 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, and 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 create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.
  • Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and 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.

What You Will Learn

  • 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.

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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