Career Development Opportunities: Financial Portfolio Management

5 days ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 40,00,000

About the Company

We are a FinTech company focused on developing innovative AI tools.

About the Role

This opportunity is ideal for self-driven, financially skilled students with an interest in investment advisory and portfolio management.

About the Internship:

As an Investment Analyst intern, you will work on cutting-edge projects involving investment advisory, portfolio construction, asset allocation, and risk analysis. You will have the chance to engage in multiple mini-projects across various functional areas. The internship is designed to provide practical exposure to investment advisory simulation.

Key Responsibilities
  • Investment Advisory & Client Engagement
    • Learn about client interaction and investment strategies.
    • Assist in preparing financial models 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 such as REITs, INVITs, etc., 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.
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.

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

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