Strategic Investment Advisor

2 days ago

Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

About ZeTheta Algorithms Private Limited

We are a FinTech start-up developing innovative AI tools.

About the Role

We seek a motivated student intern for Portfolio Management - Wealth Manager role.

This is an opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

Key Responsibilities:

  • 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.

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.

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.

Become a part of our dynamic team and take advantage of this internship opportunity.

  • Program Advisor

    3 weeks ago

    Bikaner, Rajasthan, India XED Full time

    Job Title: Program Advisor, Executive EducationLocation: NCR/Mumbai (Hybrid/On-site options available)About XED: XED is a premier executive education company dedicated to empowering senior leaders across the globe. We partner exclusively with Ivy League universities to design and deliver high-impact online and hybrid programs, equipping executives with an...

  • Global Cash Manager

    37 minutes ago

    Bikaner, Rajasthan, India beBeeTreasury Full time ₹ 80,00,000 - ₹ 1,20,00,000

    Treasury Management ExpertJoin our team as a key player in cash management and banking operations. We are seeking an experienced professional to manage relationships with financial institutions, liaise with bankers, and minimize currency risk.Cash Flow Management:• Develop and implement efficient cash flow systems to optimize daily/monthly banking and...

  • Franchise Sales Opportunity

    1 day ago

    Bikaner, Rajasthan, India beBeeCareer Full time ₹ 12,00,000 - ₹ 14,40,000

    Unlock the Potential of Franchise SalesAre you a seasoned sales professional looking to elevate your career? We have an exciting opportunity for a highly motivated and results-driven individual to join our team as a Franchise Sales Manager.About the Role:We are seeking a skilled sales expert with a proven track record of selling franchise units. The ideal...

  • Expert Financial Planner and Implementation Specialist

    1 day ago

    Bikaner, Rajasthan, India beBeeConsultant Full time US$ 1,20,000 - US$ 1,50,000

    Job OverviewWe are seeking an experienced Senior Consultant to join our team in a senior role, driving complex implementations and building lasting client relationships. As a seasoned professional with deep technical expertise in EPM platforms and strategic business advisory capabilities, you will lead end-to-end EPM implementations for enterprise clients as...

  • Global Venture Catalyst

    3 hours ago

    Bikaner, Rajasthan, India beBeeStrategist Full time ₹ 9,00,000 - ₹ 12,00,000

    About UsWe are a global venture capital firm that invests in transformative ideas and builds scalable platforms to create long-term impact.Our team hosts high-level events and forums to bring together innovators shaping the future of technology and finance.The RoleThis is a full-time, remote position designed for highly motivated individuals who thrive in...

  • Area Sales Manager

    4 days ago

    Bikaner, Rajasthan, India Tekpillar Full time

    Location Jaipur IndiaEmployment Type Full-time On RollRole As the Area Sales Manager you will be the architect of our sales strategy in Ajmer driving growth and fostering a culture of excellence Your leadership will empower your team to exceed targets and deliver outstanding client experiences Responsibilities - Strategic Vision Craft and...

  • Senior Financial Portfolio Strategist

    1 day ago

    Bikaner, Rajasthan, India beBeePortfolioManagement Full time ₹ 25,00,000 - ₹ 40,00,000

    At leading-edge financial institutions, we seek seasoned Portfolio Management experts to spearhead initiatives driving cloud modernization and end user technology adoption.Key Responsibilities:Cloud Modernization Leadership: Drive strategic initiatives to enhance cloud-based financial portfolios, ensuring scalability, security, and cost-efficiency.End User...

  • Chief Financial Strategist

    1 day ago

    Bikaner, Rajasthan, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Key Financial Leadership RoleThe position of Senior Finance Director involves overseeing the overall financial management of a global organization. This encompasses strategy formulation, reporting, compliance, risk assessment, and investor relations.Responsibilities:Lead and direct financial operations across group entities and international business...

  • Real Estate Finance Professional

    1 day ago

    Bikaner, Rajasthan, India beBeeFinance Full time ₹ 15,00,000 - ₹ 17,00,000

    Job Title: Real Estate Finance ExpertAbout the Role:We are seeking a highly skilled and experienced professional to fill a key position in our organization. The successful candidate will be responsible for leading real estate finance projects, developing solutions to complex financial challenges, and working closely with our team to achieve business...

  • Capital Markets Specialist

    5 hours ago

    Bikaner, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 40,00,000

    Seeking a seasoned investment banking professional with expertise in M&A, fundraising, and corporate finance. We require an Associate Vice President to lead deal execution, client management, and strategic growth.Manage transactions from due diligence to closing documentation, including negotiations and regulatory filings.Execute deals across M&A, private...