Senior Investment Professional

4 days ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 70,00,000
Job Opportunity

We are seeking a talented individual for a portfolio management role, providing an extraordinary opportunity for a self-driven and financially skilled candidate with an eye for investment analysis and advisory.

Key Responsibilities
  • Wealth Management & Client Engagement: Learn about client interaction and investment strategies, assist in preparing pitch books and investment presentations, 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.
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 modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

This is an excellent opportunity for individuals who are passionate about finance and technology. If you have the drive to succeed and are looking for a challenging and rewarding career, we encourage you to apply.

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