Strategic Wealth Manager Intern

1 day ago

Alleppey, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

About the Role

As a wealth management professional, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

This is an extraordinary opportunity for a self-driven, financially skilled individual with an eye for investment analysis and advisory.

The internship provides practical exposure to wealth management simulation.

Key Responsibilities

  • 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 your 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.

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 modeling 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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