AI Portfolio Strategist

1 week ago

Shimoga, Karnataka, India beBeePortfolio Full time ₹ 8,46,456 - ₹ 10,77,514

About the Opportunity

We are seeking a talented and motivated student intern to contribute to our Portfolio Management team, focusing on wealth management simulation, asset allocation using investment advisory tools, and AI applications in finance.

This internship provides hands-on experience of investment strategies, strong analytical and financial modelling skills, enhanced presentation and communication skills, and knowledge of AI-driven financial tools.

Job Responsibilities

  • Leverage your problem-solving skills to assist in preparing pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Participate in mock client meetings to develop effective communication skills.

Key Skills and Qualifications

  • Demonstrate strong analytical and problem-solving skills.
  • Showcase basic knowledge of Microsoft Office.
  • Exhibit willingness to self-learn and work in a fast-paced environment.
  • Be a student or fresh graduate from any academic discipline.

Benefits

  • Gain practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Develop portfolio allocation strategies using AI-powered risk profiling.
  • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.

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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