Wealth Investment Analyst

3 days ago

Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000
Job Description:

As a wealth management intern, you will work on cutting-edge projects involving investment advisory, portfolio management, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

The internship is designed to provide practical exposure to wealth management simulation and asset allocation using investment advisory tools. You will learn about client interaction, market data analysis, and portfolio construction.

Key Responsibilities:
  • Wealth Management & Client Engagement:
    • Learn about client needs and develop effective communication skills.
    • 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 enhance your presentation 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 our Virtual Risk Analyser and understand your behavioural biases.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work 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.
    Required Skills and Qualifications:
    • Student or 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.
    Internship Benefits:

Gain practical experience in wealth management, portfolio construction, and risk analysis.

Enhance your analytical, financial modeling, and presentation skills.

Develop knowledge of AI applications in finance and asset allocation.

Others:

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

Type: Unpaid

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