Wealth Portfolio Analyst

2 weeks ago


Morādābād, Uttar Pradesh, India beBeePortfolio Full time ₹ 40,00,000 - ₹ 80,00,000
Job Description:

About our Wealth Management Internship

This internship provides an extraordinary opportunity for a motivated student to gain practical exposure to wealth management simulation and learn about investment strategies.

You will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will engage in multiple mini-projects across various functional areas.

The internship is designed to provide hands-on experience of asset allocation using investment advisory tools and enhance your understanding of investment analysis and client portfolio management.

Key Responsibilities:
  • Assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.
Required Skills and Qualifications:
  • Student of 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.
Benefits:

Practical exposure to investment advisory, portfolio construction, and risk analysis.

Hands-on experience of asset allocation using investment advisory tools.

Enhanced presentation and communication skills.

Knowledge of AI applications in finance.

Internship Details:

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid



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