AI Portfolio Manager

4 days ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000

About a cutting-edge FinTech start-up

This start-up has been set up to develop innovative AI tools for financial markets.

Job Description:

This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory to work on high-profile projects involving wealth management.

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 advanced analytical tools 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 and other proprietary tools.
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

Internship Details

Duration: Flexible, option of 1 month or 2 months within a period of 4 months provided.

Type: Unpaid internship

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