Financial Portfolio Strategist

2 days ago

Bengaluru, Karnataka, India beBeePortfolio Full time ₹ 10,00,000 - ₹ 12,00,000
Investment Analyst Role

About the Opportunity

This is a chance to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.

About the Internship:

As an Investment Analyst, you will engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:

  • Developing expertise in client interaction and investment strategies.
  • Assisting in preparing pitch books and investment presentations for clients.
  • Analyzing and presenting market data insights for portfolio recommendations.
  • Participating in mock client meetings to develop communication skills.

You will also be working on financial research and analysis, including fundamental and technical analysis of equities and alternative investments, understanding debt securities and yield to maturity (YTM) calculations, comparing investment options such as corporate bonds, NCDs, and mutual funds, developing portfolio allocation strategies, performing AI powered risk profiling using our Virtual Risk Analyser, creating a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and comparing your asset allocation to target asset allocation suggested through AI powered risk profiling.

The internship also includes working on technical and AI-driven financial tools, including learning about artificial intelligence in portfolio management, working on Virtual Risk Analyser, working on Virtual Portfolio Analyser, and preparing 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.

Requirements

  • Student of fresh graduate 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

Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid

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