
Asset Allocation Specialist
6 days ago
About us
We are a cutting-edge financial services provider.
About the role
As a Portfolio Management - Wealth Manager, you will work on high-profile projects involving investment advisory, portfolio management, asset allocation and risk profiling.
You will engage in multiple mini-projects across a large number of functional areas. This internship is designed to provide hands-on exposure to wealth management simulation.
Key responsibilities
As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:
- Leverage client interaction and investment strategies
- Support 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
Additional responsibilities
You will 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.
You will 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 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.
You will learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and Virtual Portfolio Analyser, prepare an investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.
Benefits
- 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
- A student or recent 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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