Expert Investment Advisor

2 days ago

Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

Investment Analyst Role Overview

We are seeking a talented and motivated individual to fill an Investment Analyst role. This is an excellent opportunity for a self-driven, financially skilled professional with an eye for investment advisory.

Key Responsibilities:

  • Learn about client interaction and investment strategies.
  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze 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 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.

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.

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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