
Chief Investment Strategist
2 days ago
About this role
Enhance your investment advisory skills and client portfolio management knowledge by working on cutting-edge projects involving asset allocation, risk profiling, and financial research.
Key Responsibilities:
- Investment Advisory & Client Engagement
- Interact with clients to understand their investment strategies and provide tailored advice.
- Develop pitch books and investment presentations for clients, showcasing market data insights and portfolio recommendations.
- Participate in mock client meetings to hone communication skills.
- Financial Research & Analysis
- Conduct fundamental and technical analysis of equities and alternative investments to inform portfolio decisions.
- Understand debt securities, yield to maturity (YTM) calculations, and compare investment options such as corporate bonds, NCDs, and mutual funds.
- Portfolio & Risk Management
- Develop strategic portfolio allocation plans.
- Utilize AI-powered risk profiling tools to assess behavioral biases and optimize portfolio performance.
- Create virtual portfolios allocating assets to buy equities, debt, ETFs, and alternative investments, comparing allocations to target suggestions from AI-driven risk profiling.
- Technical & AI-Driven Financial Tools
- Learn about artificial intelligence applications in portfolio management.
- Work on Virtual Risk Analyser and 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.
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