Building Robust Investment Portfolios

2 weeks ago

Jodhpur, Rajasthan, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 60,00,000

Portfolio Management Opportunity

Join us in a role where you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

As a Portfolio Manager, you will engage in multiple mini-projects across various functional areas, providing practical exposure to wealth management simulation.

Key Responsibilities:

  • Learn about client interaction and investment strategies by analyzing and presenting market data insights for portfolio recommendations.
  • Assist in preparing pitch books and investment presentations for clients by conducting fundamental and technical analysis of equities and alternative investments.
  • Participate in mock client meetings to develop communication skills and understand debt securities and yield to maturity (YTM) calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds to 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.
  • Work on Virtual Risk Analyser and Virtual Portfolio Analyser to learn about artificial intelligence in portfolio management.
  • Prepare an investment proposal for a client, including: portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.

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.

Requirements:

  • Student or 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.

Internship Details:

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