Financial Portfolio Development Specialist

7 hours ago


Cochin, Kerala, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 1,20,00,000

Job Title:

Investment Portfolio Strategist

Job Description:

We are seeking a talented individual for an Investment Portfolio Strategist role.

Key Responsibilities include learning about client interaction and investment strategies, analyzing market data insights, participating in mock client meetings to develop communication skills, conducting fundamental and technical analysis of equities and alternative investments, understanding debt securities and yield to maturity (YTM) calculations, comparing investment options such as corporate bonds, NCDs, and mutual funds, developing portfolio allocation strategies using AI powered risk profiling, creating a virtual portfolio allocating assets to buy equities, debt, ETFs, and alternative investments with near live price feeds, and preparing an investment proposal including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

Required Skills and Qualifications:

  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Benefits:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.

Others:

  • A strong team player with excellent problem-solving skills.
  • Analyze market trends and competitor activity to inform our strategic decisions.


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