Investment Specialist

1 day ago


Guntur, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 10,00,000

About the Role

As a wealth management professional, you will be working on cutting-edge projects involving investment advisory, portfolio management and risk profiling.

You will have the opportunity to engage in multiple mini-projects across various functional areas, gaining hands-on experience of asset allocation using financial tools and practical exposure to investment strategies.

The role is designed to provide opportunities for growth and development, enabling you to enhance your analytical and financial modeling skills, as well as presentation and communication abilities.

Key Responsibilities:

  1. Wealth Management & Client Engagement
  • Develop client relationships and provide personalized investment advice.
  • Analyze market data and present insights for portfolio recommendations.
  • Assist in preparing pitch books and investment presentations for clients.
  • Engage in mock client meetings to develop effective communication skills.
Financial Research & Analysis
  • Conduct thorough research on equities and alternative investments.
  • Understand debt securities and calculate yield to maturity (YTM).
  • Compare investment options such as corporate bonds, NCDs and mutual funds.
Portfolio & Risk Management
  • Develop and implement effective portfolio allocation strategies.
  • Perform risk profiling using AI-powered tools and understand behavioral biases.
  • Create a portfolio of assets with diversified holdings and monitor performance.
Technical & AI-Driven Financial Tools
  • Leverage artificial intelligence in portfolio management to optimize results.
  • Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser tools.
Capstone Project
  • Prepare an investment proposal for a client, including portfolio allocation recommendations and long-term macroeconomic outlook.


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