Visionary Investment Strategist

1 day ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 7,00,000

About this opportunity

We are seeking a highly motivated student or recent graduate to join our team as an Investment Analyst Intern. This is an exceptional chance for someone with a keen interest in finance and investment advisory to gain practical experience.

The internship will provide you with the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

As part of the internship, you will be responsible for:

  • Learning about client interaction and investment strategies
  • Assisting in preparing pitch books and investment presentations for clients
  • Analyzing and presenting market data insights for portfolio recommendations
  • Participating in mock client meetings to develop communication skills

You will also have the chance to conduct financial research and analysis, develop portfolio allocation strategies, and learn about artificial intelligence in portfolio management.

This is an unpaid internship designed to provide practical exposure to investment advisory simulation and enhance your understanding of investment strategies and client portfolio management - asset allocation.

Detailed Responsibilities:

  1. Investment Advisory & Client Engagement
  • Learn about client interaction and investment strategies
  • 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
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 behavioral biases
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments such as REITs, INVITS etc. 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 of the internship include:

  • Practical exposure to investment advisory simulation
  • Enhanced understanding of investment strategies and client portfolio management - asset allocation
  • Strong analytical and financial modeling skills
  • Improved presentation and communication skills
  • Knowledge of AI applications in finance

This internship is open to students and recent graduates from any academic discipline who have strong analytical and problem-solving skills, basic knowledge of Microsoft Office, and a willingness to self-learn and work in a fast-paced environment.

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