Fintech Investment Professional

13 hours ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Title: Investment Advisory Manager

We seek a talented individual for an Investment Advisory Manager role.

This opportunity is ideal for self-driven, financially skilled professionals with an eye for investment analysis and advisory.

You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

You will engage in multiple mini-projects across various functional areas.

This internship provides practical exposure to wealth management simulation. You will have the opportunity to enhance your understanding of investment strategies and client portfolio management - asset allocation.

Main Responsibilities:
  • Investment Analysis & Advisory:
    • 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 & Portfolio Management:
    • 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.
  • Asset Allocation & 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 with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Capstone Project:
    • Prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection, and justification.

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 modeling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Requirements:

  • Student or professional 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. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid Internship

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