Strategic Investment Professional

5 days ago

Rajahmundry, Andhra Pradesh, India beBeeWealthManagement Full time ₹ 20,00,000 - ₹ 25,00,000
Portfolio Manager Job Description

About the Role

We are seeking a skilled student intern to join our portfolio management team.

This is an extraordinary opportunity for a self-driven student with an eye for investment analysis and advisory.

Key Responsibilities

As a Wealth Manager, you will work on cutting-edge projects involving:

  • Investment advisory, portfolio management, asset allocation, and risk profiling.
  • Multiples mini-projects across various functional areas.

Key Assignments Include:

  • Wealth Management & Client Engagement:
    • 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 your 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.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on 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

You will gain practical exposure to investment advisory, portfolio construction, and risk analysis. Hands-on experience with asset allocation using investment advisory tools. Strong analytical and financial modelling skills. Enhanced presentation and communication skills. Knowledge of AI applications in finance.

We are looking for students or fresh graduates from any academic discipline who possess strong analytical and problem-solving skills. Basic knowledge of Microsoft Office and willingness to self-learn and work in a fast-paced environment are also required.

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