Portfolio Management Specialist

3 days ago


Kozhikode, Kerala, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Portfolio Management Specialist

We are seeking a highly skilled and motivated individual to join our team as a Portfolio Management Specialist.

About the Role

This is an exceptional opportunity for a self-driven, financially astute professional with expertise in investment analysis and advisory.

  • Key Responsibilities:
    • Assist in preparing pitch books and investment presentations for clients.
    • Analyze and present market data insights for portfolio recommendations.
    • Learn about client interaction and investment strategies.
  • 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 our Virtual Risk Analyser and understand your behavioural biases.
  • Technical & AI-Driven Financial Tools:
    • 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.
What You Will Learn

You will gain practical exposure to investment advisory, portfolio construction, and risk analysis. This role offers hands-on experience of asset allocation using investment advisory tools. You will also develop strong analytical and financial modelling skills, enhance your presentation and communication skills, and gain knowledge of AI applications in finance.



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