Strategic Investment Analyst

2 weeks ago

Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description:

About Our Organisation

Our organisation is a FinTech start-up dedicated to developing innovative AI tools.

About the Role

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

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will engage in multiple mini-projects across various functional areas. The internship provides practical exposure to wealth management simulation.

Key Responsibilities:

  • Learn about client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations.
  • Analyse 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 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.

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.

Who Should Apply:

  • 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 Analyst

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000

    About this RoleWe are seeking a highly motivated and detail-oriented Senior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for analyzing market trends, identifying investment opportunities, and developing strategic plans to achieve our financial goals.Key ResponsibilitiesAnalyze financial data and market...

  • Strategic Investment Professional

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 2,00,00,000

    Investment AnalystWe are seeking a highly skilled Investment Analyst to join our team. The successful candidate will be responsible for conducting financial analysis and modeling, evaluating investment opportunities, and supporting portfolio management.Strong analytical skills and financial modeling expertiseSolid understanding of finance principlesExcellent...

  • Investment Analyst

    5 days ago

    Tirupati, Andhra Pradesh, India Job Listings by Babblebots Full time

    Job Posting for SINE IIT BombayRole: Investment Analyst - DeepTech StartupsLocation: Powai, MumbaiExperience: 2-5 yearsAbout:Y-Point is a DeepTech-focused venture capital fund sponsored by SINE, IIT Bombay. We invest in transformative startups emerging from India's top research institutions-such as IITs, IISc, and IIITs-across sectors including:- Artificial...

  • Investment Analyst

    2 weeks ago

    Tirupati, Andhra Pradesh, India CES Full time

    I am Asheesh Pillay and I'm from Talent Acquisition Team at CES Limited. I came across your profile as we're currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I'd like to tell you a little more about this position and learn a...

  • Chief Investment Analyst

    6 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 10,00,000

    About the RoleWe are seeking a talented Junior Analyst to join our team. This is an exciting opportunity for a motivated and ambitious individual to gain valuable experience in investment analysis.

  • Strategic Investment Professional

    2 weeks ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Investment Analyst PositionWe are seeking a skilled investment analyst to join our team.Key Responsibilities:Analyze company financials, industry trends, and sectoral data to inform investment decisions.Develop in-depth reports on equity research, PMS, AIFs, and mutual funds.Financial Modelling & Due Diligence:Build comprehensive financial models and test...

  • Strategic Investment Expert

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Job Description:The role of the Investment Analyst revolves around thorough analysis and evaluation of potential investment opportunities. Key responsibilities include analyzing macro and microeconomic factors impacting target investments, preparing investment memos for presentation to the Investment Committee, engaging with external diligence agencies and...

  • Part-time Finance Investment Analyst

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 16,00,000 - ₹ 22,00,000

    Finance Investment Analyst RoleSeeking a seasoned finance investment analyst to join our team on a contract basis. The ideal candidate will have 8+ years of experience in US finance markets and a strong analytical skillset.This is a part-time remote role that requires expertise in analyzing annual reports and SEC documents. The candidate must be proficient...

  • Portfolio Investment Analyst

    6 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    At the heart of every successful investment lies meticulous reporting and analysis. This role plays a vital part in executing high-quality reporting to investors, shareholders, and key stakeholders.The ideal candidate will be responsible for generating operational reports for our SFR portfolios, which are delivered externally to institutional investors. Each...

  • Strategic Investment Analyst

    4 days ago

    Tirupati, Andhra Pradesh, India beBeeInvestment Full time US$ 2,00,000 - US$ 20,00,000

    Quantitative Trader Job DescriptionA Quantitative Trader is responsible for developing and implementing systematic trading strategies to optimize performance and manage risk. This critical role requires expertise in machine learning, statistical methods, and programming languages such as Python, C++, or R.Key Responsibilities:Develop and implement advanced...