Financial Strategist

2 days ago


Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 15,00,000
Portfolio Management Opportunity

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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