Portfolio Development Specialist

3 days ago


Lucknow, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 18,00,000

Join us for a Portfolio Management internship opportunity that will help you develop your skills in investment advisory, portfolio construction, and risk analysis.

We are seeking a student or recent graduate to join our team as a Wealth Manager. The successful candidate will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities:

  • Conduct financial research and analysis to support investment decisions.
  • Develop and maintain relationships with clients to understand their needs and preferences.
  • Analyze and present market data insights to inform portfolio recommendations.
  • Work with the team to design and implement investment strategies that meet client objectives.

Required Skills and Qualifications:

  • Bachelor's degree in finance, economics, or a related field.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office and financial software.
  • Excellent communication and interpersonal skills.

What You Will Learn:

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience with asset allocation using investment advisory tools.
  • Strong analytical and financial modeling skills.
  • Enhanced presentation and communication skills.

Internship Details:

  • Duration: 1-2 months within a period of 4 months.
  • Unpaid internship.


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