Strategic Investment Associate

1 day ago

Kurnool, Andhra Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Investment Opportunity

The role of Investment Analyst is ideal for students or fresh graduates looking to gain practical exposure in investment advisory, portfolio construction, and risk analysis.

As a key member of our team, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Key Responsibilities:
  • Investment Advisory & Client Engagement:
    • Develop strong analytical and problem-solving skills through client interaction and investment strategies.
    • Assist in preparing pitch books and investment presentations for clients, showcasing market data insights for portfolio recommendations.
    • Participate in mock client meetings to develop effective communication skills.
  • Financial Research & Analysis:
    • Conduct fundamental and technical analysis of equities and alternative investments, staying up-to-date with market trends.
    • Understand debt securities and yield to maturity (YTM) calculations, comparing investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management:
    • Develop portfolio allocation strategies, utilizing AI-powered risk profiling to understand 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:
    • Gain expertise in artificial intelligence in portfolio management, working on Virtual Risk Analyser and 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 Gain:

  • Practical experience in 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.

Eligibility Criteria:

  • Student or fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Ability to self-learn and work in a fast-paced environment.

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