Senior Investment Strategist

19 hours ago


Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
About the Opportunity

We seek a skilled and motivated individual to fill the role of Portfolio Manager.

Key Responsibilities

The selected candidate will be responsible for:

  • Wealth Management & Client Engagement: Learn client interaction, assist in preparing pitch books, analyze market data insights, and participate in mock client meetings.
  • Financial Research & Analysis: Conduct fundamental and technical analysis, understand debt securities, and compare investment options.
  • Portfolio & Risk Management: Develop portfolio allocation strategies, perform AI-powered risk profiling, and create a portfolio of assets.
  • Technical & AI-Driven Financial Tools: Learn about AI in portfolio management, work on Virtual Risk Analyser, and Virtual Portfolio Analyser.
  • Capstone Project: Prepare an investment proposal, including portfolio allocation recommendations and long-term macroeconomic outlook.
What You Will Gain

This opportunity will provide you with hands-on experience in investment advisory, portfolio construction, and risk analysis, as well as exposure to asset allocation and strong analytical skills.



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