Portfolio Development Specialist

7 hours ago

Ahmedabad, Gujarat, India beBeePortfolio Full time ₹ 20,00,000 - ₹ 40,00,000
Portfolio Management Opportunity

Join a dynamic team of finance professionals to develop your portfolio management skills.

This internship is designed to provide hands-on experience in wealth management, asset allocation, and risk analysis.

Key Responsibilities:

  • Wealth Management & Client Engagement:
    • Develop expertise in client interaction and investment strategies.
    • Analyze market data insights for portfolio recommendations.
    • Participate in mock client meetings to improve communication skills.
  • 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 strategic portfolio allocation plans.
    • Perform AI-powered risk profiling using our Virtual Risk Analyser.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence applications in portfolio management.
    • Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser.
  • Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.

What You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience with asset allocation using investment advisory tools.
  • Strong analytical and financial modeling skills.

Internship Details:

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

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