Strategic Investment Expert

2 weeks ago

Pushkar, Rajasthan, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000

About this role

We are seeking a skilled investment professional for an exciting opportunity to work on cutting-edge projects in investment advisory, portfolio management, and asset allocation.

This internship is designed to provide practical exposure to investment strategies and client portfolio management. As an investment analyst, you will work on a structured set of assignments that enhance your understanding of investment strategies and client portfolio management - asset allocation.

Key responsibilities include:

Investment Advisory & Client Engagement

  • Analyze and present market data insights for portfolio recommendations.
  • Assist in preparing pitch books and investment presentations for clients.
  • Learn about client interaction and investment strategies.
  • 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 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.

Benefits include:

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

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

Strong analytical and financial modelling skills.

Enhanced presentation and communication skills.

Knowledge of AI applications in finance.

This internship is suitable for students or fresh graduates from any academic discipline.

We are looking for individuals with strong analytical and problem-solving skills, basic knowledge of Microsoft Office, and a willingness to self-learn and work in a fast-paced environment.

This internship is unpaid and can be completed within 1 or 2 months within a period of 4 months.

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