Finance Strategist

3 days ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 50,000 - ₹ 70,000

About this Opportunity

This is an extraordinary chance for a motivated and financially skilled individual to gain practical experience in investment advisory, portfolio management, and risk analysis.

As an Investment Analyst, you will work on cutting-edge projects involving asset allocation, portfolio construction, and risk profiling.

You will have the opportunity to engage in multiple mini-projects across various functional areas and enhance your understanding of investment strategies and client portfolio management.

Your primary responsibilities will include:

1. Investment Advisory & Client Engagement

  • Learn about client interaction and investment strategies.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop communication skills.

2. Financial Research & Analysis

  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Understand debt securities and yield to maturity (YTM) calculations.

3. Portfolio & Risk Management

  • Develop portfolio allocation strategies.
  • Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.

4. Technical & AI-Driven Financial Tools

  • Learn about artificial intelligence in portfolio management.

5. Capstone Project

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

The internship provides hands-on experience of asset allocation using investment advisory tools, strong analytical and financial modelling skills, and enhanced presentation and communication skills. If you are a student with a passion for finance and willing to self-learn, we encourage you to apply.

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