Strategic Investment Analyst

7 days ago


Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
Investment Opportunity

We are seeking a highly motivated and talented student intern to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

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

Key Responsibilities:

  • Investment Advisory & 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 behavioral biases.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITs, etc. 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.


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