Financial Strategist

2 days ago

Thrissur, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 70,00,000

About Investment Roles

This is an exceptional opportunity to work in investment advisory, portfolio management, and risk analysis.

We are seeking a talented and motivated individual for a Investment Analyst role. This internship provides practical exposure to investment strategies, client portfolio management, and asset allocation.

About the Internship:

As an Investment Analyst, you will engage in cutting-edge projects involving financial research and analysis, portfolio construction, and risk profiling.

You will have the opportunity to work on multiple mini-projects across various functional areas, enhancing your understanding of investment tools and techniques.

The internship is designed to provide hands-on experience with AI-powered financial tools and enhance your presentation and communication skills.

Key Responsibilities

Your primary responsibilities will include:

  • 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 behavioural 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.
  • 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.

Required Skills & Qualifications

To be successful in this role, you should possess:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • A willingness to self-learn and work in a fast-paced environment.

Benefits

This internship offers the opportunity to gain practical experience in investment advisory, portfolio management, and risk analysis, while developing your presentation and communication skills.

Others

The internship duration is self-paced, with the option of 1 month or 2 months within a period of 4 months provided.

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