
Strategic Portfolio Advisor
15 hours ago
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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