Strategic Portfolio Manager

17 hours ago

Vijayawada, Andhra Pradesh, India beBeeinvestment Full time ₹ 10,00,000 - ₹ 12,00,000
Investment Analyst Opportunity

About the Role:

This is an exciting chance for a driven and financially savvy individual to work as an Investment Analyst. The role involves cutting-edge projects in investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities:

  • Investment Advisory & Client Engagement
    • Learn about client interaction and develop effective communication skills.
    • 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.
  • Portfolio & Risk Management
    • Develop portfolio allocation strategies using AI powered risk profiling.
    • 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 and work on Virtual Risk Analyser.
  • Capstone Project
    • Prepare an investment proposal for a client, including portfolio allocation recommendations and long-term macroeconomic outlook.

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.

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.

Internship Details:

Duration: Self-paced, 1 month or 2 months within a period of 4 months provided. Type: Unpaid.

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