Strategic Portfolio Manager

1 day ago

Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Investment Analyst

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  • Our team is seeking a skilled Investment Analyst to assist in investment advisory and client engagement.">
  • As an Investment Analyst, you will work on cutting-edge projects involving portfolio management, asset allocation, and risk profiling.">
  • You will have the opportunity to engage in multiple mini-projects across various functional areas and gain practical exposure to investment strategies.">
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Key Responsibilities:

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  • Investment Advisory & Client Engagement">
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    • Develop and maintain strong relationships with clients through effective communication and negotiation skills.">
    • Assist in preparing pitch books and investment presentations for clients, analyzing market data insights for portfolio recommendations.">
    • Participate in mock client meetings to develop strong communication skills.">
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  • Financial Research & Analysis">
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    • Conduct fundamental and technical analysis of equities and alternative investments, understanding debt securities and yield to maturity (YTM) calculations.">
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.">
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  • Portfolio & Risk Management">
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    • Develop and implement effective portfolio allocation strategies, performing AI-powered risk profiling using Virtual Risk Analyser.">
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments, comparing your asset allocation to target asset allocation suggested through AI-powered risk profiling.">
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  • Technical & AI-Driven Financial Tools">
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    • Learn about artificial intelligence in portfolio management, working on Virtual Risk Analyser and Virtual Portfolio Analyser.">
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  • Capstone Project">
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    • Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.">
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Requirements:

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  • Student of 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.">
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Internship Details:

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  • Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.">
  • Type: Unpaid.">

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