Senior Investment Professional

21 hours ago

Rajkot, Gujarat, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000
About the Investment Role

We are seeking a motivated individual to fill an investment position.

  • Investment Advisory & Client Engagement
    • Key Responsibilities:
    • Build client relationships and develop investment strategies.
    • Analyze market data and provide portfolio recommendations.
    • Presentation skills required.
  • Financial Research & Analysis
    • Fundamental and technical analysis of equities and alternative investments.
    • Debt securities and yield to maturity calculations.
    • Comparative analysis of investment options.
  • Portfolio & Risk Management
    • Develop portfolio allocation strategies using AI tools.
    • Risk profiling and portfolio construction.
    • Create a diversified portfolio with virtual assets.
  • Technical & AI-Driven Financial Tools
    • Leverage AI in portfolio management.
    • Work on risk analyzers and portfolio optimization tools.
  • Capstone Project
    • Develop an investment proposal with strategic portfolio allocation.

This role offers hands-on experience in investment advisory, portfolio construction, and risk analysis. You will gain strong analytical and financial modelling skills, enhance presentation skills, and understand AI applications in finance.

You should have a solid understanding of financial markets, strong analytical skills, and basic knowledge of Microsoft Office. Self-learning and adaptability in a fast-paced environment are essential for this position.

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