Strategic Portfolio Advisor

15 hours ago


Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 14,00,000

About this Investment Role

  • We are seeking a skilled and self-driven student to fill the position of an Investment Analyst.

This is an exceptional opportunity for someone with a keen eye for investment advisory and the ability to learn about client interaction and investment strategies.

Key Responsibilities include:

  • 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.

Technical Skills required:

  • Conducting fundamental and technical analysis of equities and alternative investments.
  • Understanding debt securities and yield to maturity (YTM) calculations.
  • Comparing investment options such as corporate bonds, NCDs, and mutual funds.

Portfolio Management includes:

  • Developing portfolio allocation strategies.
  • Performing AI powered risk profiling using our Virtual Risk Analyser.
  • Creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments.

Capstone Project involves:

  • Preparing an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.


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