
Strategic Portfolio Advisor
1 day ago
About the Role:
We are seeking a highly motivated and detail-oriented individual for an Investment Analyst position. This is an exceptional opportunity to work on cutting-edge projects involving investment advisory, portfolio management, and risk analysis.
The successful candidate will be responsible for:
- Assisting in preparing pitch books and investment presentations for clients.
- Analyzing and presenting market data insights for portfolio recommendations.
- Participating in mock client meetings to develop communication skills.
Key Responsibilities:
- Investment Advisory & Client Engagement:
- Learn about client interaction and investment strategies.
- Conduct financial research and analysis.
- Financial Research & Analysis:
- 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.
- Technical & AI-Driven Financial Tools:
- Work on Virtual Risk Analyser.
- Capstone Project:
- Prepare an investment proposal for a client, including portfolio allocation recommendations and long-term macroeconomic outlook.
Benefits:
This internship offers the opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis. The selected candidate will also have hands-on experience of asset allocation using investment advisory tools and enhanced presentation and communication skills.
Requirements:
- Student of fresh graduate from any academic discipline.
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
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