Optimizing Investment Portfolios

3 days ago

Gandhinagar, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
About the Role

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

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

Key Responsibilities
  • Wealth Management & Client Engagement:
    • 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 such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • 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.
    Who Should Apply?
    • A student or 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.

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