Financial Portfolio Manager

16 hours ago

Anand, Gujarat, India beBeeInvestment Full time ₹ 40,000 - ₹ 60,000

About the Role

We are seeking a talented and motivated student for an exciting opportunity.

This is a unique chance to gain hands-on experience in investment advisory, portfolio management, and risk analysis.

As a key member of our team, you will work on cutting-edge projects and engage in multiple mini-projects across various functional areas.

The internship is designed to provide practical exposure to real-world scenarios and enhance your understanding of investment strategies and client portfolio management.

Key Responsibilities:

1. Investment Advisory & 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.
  • 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.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.

3. Portfolio & Risk Management

  • Develop portfolio 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 with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.

4. Technical & AI-Driven Financial Tools

  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.

5. Capstone Project

  • Prepare an investment proposal for a client, including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.

What 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.

Who Should Apply?

  • A student 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.

Internship Details

Durations: 1 month or 2 months within a period of 4 months provided.

Type: Unpaid Internship.

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