
Strategic Investment Professional
13 hours ago
About this role:
This is an exciting opportunity for a self-driven, financially skilled individual to join our organization as an investment analyst.
The successful candidate will have the chance to learn about client interaction and investment strategies, prepare pitch books and investment presentations, and analyze market data insights for portfolio recommendations.
- We will work through structured assignments to enhance your understanding of investment strategies and client portfolio management - asset allocation.
Technical Skills:
- 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.
Key Responsibilities:
- 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.
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.
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