Investment Portfolio Strategist

2 days ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

About this Investment Opportunity

Key Responsibilities:
  • Understand client interaction and develop investment strategies.
  • Prepare pitch books and investment presentations for clients.
  • Analyze and present market data insights for portfolio recommendations.
  • Conduct fundamental analysis of equities.
  • Understand debt securities and yield to maturity (YTM) calculations.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Develop strategic portfolio allocation plans.
  • Perform risk profiling using AI powered tools.
  • Create a virtual portfolio with asset allocation strategies.
  • Learn about artificial intelligence in finance.
  • 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 Gain
  • Practical exposure to investment advisory and portfolio management.
  • Hands-on experience of asset allocation and risk analysis.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

This opportunity is designed to provide you with hands-on experience in investment advisory simulation, cutting-edge projects involving portfolio management, asset allocation, and risk profiling.

The primary responsibilities include working through structured assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation.

  • Credit Portfolio Strategist

    2 days ago

    Pune, Maharashtra, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Credit Portfolio Strategist Job DescriptionJob Summary:We seek a seasoned Credit Portfolio Strategist to drive our portfolio management initiatives. As a key member of our organization, you will be responsible for developing and implementing a robust framework that ensures optimal risk mitigation and return on investment.The ideal candidate will have a...

  • Senior Investment Strategist

    3 days ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Wealth Management Opportunities Wealth Manager - A Senior Role in Investment Strategy and Portfolio Construction.Job Description:The role involves developing, implementing, and refining an investment strategy that aligns with the family's long-term objectives, risk appetite, and cash flow needs. The successful candidate will lead portfolio construction,...

  • Experienced Investment Leader

    13 hours ago

    Pune, Maharashtra, India beBeePortfolioManager Full time US$ 1,80,000 - US$ 2,00,000

    Job DescriptionWe are seeking an experienced Portfolio Manager to fill a key role in our organization. As a member of our collaborative team, you will be responsible for managing private markets solutions end-to-end in partnership with internal teams and external managers.Your responsibilities will include:Portfolio Construction: Supporting the development...

  • Senior Portfolio Optimization Specialist

    2 days ago

    Pune, Maharashtra, India beBeePortfolioManager Full time ₹ 10,00,000 - ₹ 12,00,000

    About this role ZeTheta Algorithms Private Limited is developing innovative AI tools for portfolio management and wealth advisory. We are seeking a talented and motivated student intern to join our team as a Portfolio Manager.This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and...

  • Crypto Portfolio Specialist

    10 hours ago

    Pune, Maharashtra, India beBeePortfolio Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Build a Presence in the Crypto MarketWe are seeking an experienced crypto trader, analyst, or portfolio manager to join our platform.This role is designed for individuals with a strong understanding of crypto markets and a desire to establish themselves in the space.Publish and manage one or more crypto investment portfolios on our platform.Provide strategic...

  • Senior Portfolio Manager

    1 day ago

    Pune, Maharashtra, India beBeeNegotiation Full time ₹ 15,00,000 - ₹ 20,00,000

    Job OpportunityAbout the Role:As a seasoned Collections Strategist, you will play a pivotal part in managing delinquent portfolios and driving resolution rates. Your primary objective is to effectively manage these portfolios while ensuring seamless implementation of established processes.Key Responsibilities:1. Develop and execute strategies to efficiently...

  • Expert Portfolio Growth Specialist

    5 hours ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 72,00,000 - ₹ 1,20,00,000

    Job Title:Expert Portfolio Growth SpecialistCareer Opportunity for a skilled Advisor to enhance portfolio performance and promote investment products.About the Role:We are seeking a highly skilled Client Advisor to join our team as an Expert Portfolio Growth Specialist. As a key member of our Private Client Group, you will be responsible for providing expert...

  • Lead Specialist-Investments

    3 weeks ago

    Pune, Maharashtra, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist-Investments (Eagle Pace)You will be a part of the Investments group that provides a broad range of investment consulting and...

  • Lead Specialist-Investments

    3 weeks ago

    Pune, Maharashtra, India Marsh McLennan Full time

    We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist-Investments (Eagle Pace)You will be a part of the Investments group that provides a broad range of investment consulting and...

  • Lead Specialist-Investments

    4 weeks ago

    Pune, Maharashtra, India Marsh McLennan Full time

    Job DescriptionWe are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Pune. This is a hybrid role that has a requirement of working at least three days a week in the office.Lead Specialist-Investments (Eagle Pace)You will be a part of the Investments group that provides a broad range of investment...