Portfolio Analyst

4 days ago

Hyderabad, Telangana, India beBeePortfolio Full time ₹ 50,00,000 - ₹ 80,00,000

About this role

Seeking a driven individual to join our portfolio management team. This is an exciting opportunity for students and fresh graduates to gain hands-on experience in investment analysis, portfolio construction, and risk profiling.

Job Responsibilities

The selected candidate will be responsible for:

  • Learning about 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.

Key Skills and Qualifications

The ideal candidate should have:

  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

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 modeling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

Internship Details

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

Internship Type: Unpaid

Responsibilities include learning about client interaction and investment strategies, assisting in preparing pitch books and investment presentations, analyzing and presenting market data insights, participating in mock client meetings, strong analytical and problem-solving skills, basic knowledge of Microsoft Office, willingness to self-learn and work in a fast-paced environment, practical exposure to investment advisory, portfolio construction, and risk analysis, hands-on experience of asset allocation using investment advisory tools, strong analytical and financial modeling skills, enhanced presentation and communication skills, and knowledge of AI applications in finance.

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