Expert Investment Opportunities

23 hours ago


Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000
Investment Analyst Role

About the Internship:

This internship offers hands-on exposure to investment advisory simulation, involving cutting-edge projects with a structured set of assignments.

Key Responsibilities:

  • Investment Advisory & Client Engagement: Gain insight into client interaction and investment strategies, assist in preparing pitch books, analyze market data insights for portfolio recommendations, participate in mock client meetings.
  • 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.
  • Portfolio & Risk Management: Develop portfolio allocation strategies, perform AI-powered risk profiling, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments.
  • Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and 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.

Requirements:

  • 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.

Benefits:

  • Gain practical experience in investment advisory.
  • Develop strong analytical and financial modelling skills.
  • Enhance presentation and communication skills.
  • Gain knowledge of AI applications in finance.

Others:

  • Avoiding clichés, this internship is designed for individuals seeking real-world application of their skills.
  • The role involves working on cutting-edge projects that provide invaluable learning opportunities.
  • Apply your knowledge and skills to drive business success.


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