Senior Investment Analyst

1 week ago

Mount Abu, Rajasthan, India beBeeInvestment Full time ₹ 25,00,000 - ₹ 35,00,000
Portfolio Manager Job DescriptionThis role provides an extraordinary opportunity for a self-driven, financially skilled student to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.The successful candidate will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.Main Responsibilities:
  • Wealth Management & Client Engagement: 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 and 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.
  • Portfolio & Risk Management: Develop portfolio allocation strategies, perform AI powered risk profiling using Virtual Risk Analyser and understand behavioural biases, create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments 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 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.
You Will Learn:
  • Practical exposure to investment advisory, portfolio construction and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.
Required Skills and Qualifications:
  • Student of fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.
Benefits:

This internship provides hands-on experience in the field of portfolio management and risk analysis, allowing you to develop strong analytical and financial modelling skills, along with enhanced presentation and communication skills.

You will have the opportunity to engage in multiple mini-projects, working on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

The internship is self-paced, with the option of 1 month or 2 months within a period of 4 months provided.

This is an unpaid internship, providing valuable experience and skills that can be applied to future roles in the finance industry.

This internship is ideal for students who are looking to gain practical experience in the field of portfolio management and risk analysis, and who are willing to learn and take on new challenges.

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