
Financial Strategist
2 days ago
About ZeTheta Algorithms Private Limited, a FinTech start-up developing innovative AI tools.
We are seeking an ambitious self-driven individual with financial skills to take up this challenging role.
Job Responsibilities
- Analyze and present market data insights for portfolio recommendations.
- Assist in preparing pitch books and investment presentations for clients.
- Learn about client interaction and investment strategies.
- 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.
- Develop portfolio allocation strategies.
- Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.
- Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
- 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.
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