Financial Strategist

1 week ago


Nellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000
Investment Analyst Position

About this role

This is an exceptional opportunity for a motivated and financially savvy individual to work on cutting-edge projects involving investment advisory, portfolio management, and risk profiling.

  • Key Responsibilities:
  • Investment Advisory & Client Engagement
    • Analyze and present market data insights for portfolio recommendations.
    • Assist in preparing pitch books and investment presentations for clients.
    • Learn about client interaction and investment strategies.
  • Financial Research & Analysis
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
  • Portfolio & Risk Management
    • Develop portfolio allocation strategies.
    • 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.
  • Technical & AI-Driven Financial Tools
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.

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.

Requirements

  • Student of 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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