Asset Allocation Specialist

2 weeks ago

Morādābād, Uttar Pradesh, India beBeeInvestment Full time ₹ 38,70,000 - ₹ 61,20,000

About the Role

We are seeking a talented and motivated individual for Wealth Management - Investment Analysis role. This is an excellent opportunity for a self-driven, financially skilled professional with an eye for investment strategies.

As part of this position, you will work through a structured set of assignments designed to enhance your understanding of investment techniques and client portfolio management.

Your primary responsibilities will 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.
  • 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 risk profiling using AI powered tools and understand behavioral biases. Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.
  • 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.

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

This position is suitable for professionals or graduates from any academic discipline. You should have 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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