Unlock Your Potential: Investment Portfolio Manager

2 days ago


Kozhikode, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 23,00,000
Investment Portfolio Manager

About ZeTheta Algorithms Private Limited, we are a FinTech start-up developing innovative AI tools.

This internship offers an extraordinary opportunity for a self-driven student with financial skills and investment advisory expertise.

Key Responsibilities:

  • Portfolio Management & Investment Advisory
    • Learn about client interaction and investment strategies.
    • 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 communication skills.
  • Financial Research & Analysis
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Asset Allocation & Risk Management
    • Develop asset allocation strategies.
    • Perform AI-powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on 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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