Investment Portfolio Manager

2 days ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000
Investment Opportunity

About this opportunity:

We are seeking a skilled and ambitious individual to fill the role of Investment Analyst. As an Investment Analyst, you will have the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

This is an exciting chance for a self-driven, financially skilled student with an eye for investment advisory to develop their skills in a fast-paced environment. 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.

Key responsibilities include:

  • Learning about client interaction and investment strategies.
  • Assisting in preparing pitch books and investment presentations for clients.
  • Analyzing and presenting market data insights for portfolio recommendations.
  • Participating in mock client meetings to develop communication skills.
  • Conducting fundamental and technical analysis of equities and alternative investments.
  • Understanding debt securities and yield to maturity (YTM) calculations.
  • Comparing investment options such as corporate bonds, NCDs, and mutual funds.
  • Developing portfolio allocation strategies.
  • Performing AI-powered risk profiling using our Virtual Risk Analyser and understanding behavioural biases.
  • Creating 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 comparing your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Learning about artificial intelligence in portfolio management.
  • Working on Virtual Risk Analyser.
  • Working on Virtual Portfolio Analyser.
  • Preparing an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

Required qualifications and skills:

  • 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:

  • 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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