Investment Strategy Advisor

22 hours ago

Nashik, Maharashtra, India beBeeWealthManager Full time ₹ 8,00,000 - ₹ 12,00,000

About the Role

Join our portfolio management team as a wealth manager and contribute to innovative AI tools.

We are seeking a self-driven, financially skilled candidate with an eye for investment analysis and advisory.

About the Internship:

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

The internship is designed to provide practical exposure to wealth management simulation and enhance your understanding of investment strategies.

Key Responsibilities

As part of the internship, you will be responsible for:

1. Wealth Management & Client Engagement

  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.
  • Assist in preparing pitch books and investment presentations for clients.
  • Learn about client interaction and investment strategies.

2. 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.

3. Portfolio & Risk Management

  • Develop portfolio allocation strategies.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.
  • Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.

4. Technical & AI-Driven Financial Tools

  • Work on Virtual Risk Analyser.
  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Portfolio Analyser.

5. Capstone Project

  • Prepare an investment proposal for a client, including:
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.
  • Portfolio allocation recommendations.

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.

Requirements:

  • A 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.

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