Student Portfolio Investment Specialist

14 hours ago

Dindigul, Tamil Nadu, India beBeeInvestment Full time ₹ 6 - ₹ 8

About ZeTheta Algorithms Private Limited

We are a FinTech start-up developing innovative AI tools. We seek a talented student intern for Portfolio Management - Wealth Manager role, an extraordinary opportunity for self-driven students with financial skills and investment analysis experience.

This internship provides practical exposure to wealth management simulation through cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will engage in multiple mini-projects across various functional areas.

Key Responsibilities1. Wealth Management & Client Engagement
  • Learn client interaction and investment strategies.
  • Prepare pitch books and investment presentations for clients.
  • Present market data insights for portfolio recommendations.
  • Develop communication skills through mock client meetings.
2. 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.
3. Portfolio & Risk Management
  • Develop portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser.
  • Allocate virtual money to buy equities, debt, ETFs, and alternative investments with near live price feeds.
4. Technical & AI-Driven Financial Tools
  • Learn artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
5. Capstone Project
  • Prepare an investment proposal including:
  • Portfolio allocation recommendations.
  • Long-term macroeconomic outlook.
  • Security/fund selection and justification.
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.

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