Financial Expert

2 days ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 40,00,000
Investment Analyst Role

We are seeking a skilled and motivated individual to fill the Investment Analyst position.

This is an exceptional opportunity for a self-driven, financially astute professional with a passion for investment advisory.

Key Responsibilities:
  • Investment Advisory & Client Engagement
    • Leverage expertise in client interaction and investment strategies.
    • Contribute to the preparation of pitch books and investment presentations for clients.
    • Analyze and present market data insights to inform portfolio recommendations.
    • Participate in mock client meetings to refine communication skills.
  • Financial Research & Analysis
    • Perform fundamental and technical analysis of equities and alternative investments.
    • Develop a deep understanding of debt securities and yield to maturity (YTM) calculations.
    • Evaluate investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management
    • Design and implement portfolio allocation strategies.
    • Utilize AI-powered risk profiling tools to gain insights into behavioral biases.
    • Create a virtual portfolio of assets allocating funds to buy equities, debt, ETFs, and alternative investments like REITs and INVITS, leveraging near-live price feeds and comparing asset allocation to target allocation suggestions through AI-powered risk profiling.
  • Technical & AI-Driven Financial Tools
    • Explore the application of artificial intelligence in portfolio management.
    • Contribute to the development of Virtual Risk Analyser and Virtual Portfolio Analyser.
  • Capstone Project
    • Compile an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

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