Financial Portfolio Analyst

4 days ago


Pune, Maharashtra, India beBeePortfolio Full time ₹ 60,00,000 - ₹ 80,00,000
About the Internship

We are seeking a talented and motivated individual for an exciting opportunity in portfolio management.

This internship is designed to provide hands-on experience in wealth management, investment advisory, and asset allocation. As a wealth manager, you will work on cutting-edge projects involving financial analysis, risk profiling, and portfolio optimization.

  • 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.

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.

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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