Strategic Portfolio Specialist

5 days ago

Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 90,00,000

About this Role

We are seeking a talented and motivated student intern for Investment Analyst position. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.

About the Internship:

As an Investment Analyst, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across various functional areas.

Key Responsibilities

Primary responsibilities include:

  • Investment Advisory & 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 behavioural biases.
  • Technical & AI-Driven Financial Tools: Learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser, and 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 Gain

  • 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.

Who Should Apply?

  • Student or fresh graduate 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

This internship is self-paced and can be completed within 1 month or 2 months within a period of 4 months. It is an unpaid internship.

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