Chief Investment Strategist

1 day ago

Surat, Gujarat, India beBeeWealth Full time ₹ 5,00,000 - ₹ 10,00,000

Are you passionate about making informed investment decisions?

We are a cutting-edge FinTech company looking for talented individuals to join our team of Wealth Managers.

As a Wealth Manager, you will have the opportunity to work on high-profile projects involving investment advisory, portfolio management, and asset allocation. You will engage in multiple mini-projects across various functional areas and gain hands-on experience with AI-powered tools.

Key Responsibilities:

  • Investment Research & Advisory
    • Conduct thorough research on investment opportunities and provide expert advice to clients.
    • Assist in creating customized investment plans tailored to individual client needs.
  • Portfolio Management
    • Develop and implement portfolio allocation strategies to maximize returns and minimize risk.
    • Collaborate with cross-functional teams to identify and capitalize on market trends.
  • Financial Analysis & Modelling
    • Perform in-depth financial analysis to identify potential investment opportunities.
    • Develop and maintain complex financial models to predict market performance.
  • Technical & AI-Driven Tools
    • Design and develop AI-powered tools to support investment decision-making.
    • Stay up-to-date with the latest technological advancements in finance and apply them to drive business growth.
  • Capstone Project
    • Develop a comprehensive investment strategy for a client, including:
    • Asset allocation recommendations.
    • Market outlook analysis.
    • Security selection and justification.

What You Will Gain

  • Hands-on experience with investment advisory and portfolio management.
  • Expertise in financial modelling and analysis.
  • Knowledge of AI applications in finance.
  • Enhanced communication and presentation skills.

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