
Portfolio Strategist
18 hours ago
About the Company Overview
Develop innovative investment solutions using AI tools.
Key Responsibilities and Tasks- Investment Advisory & Client Engagement:
- Assist in developing portfolio strategies for clients.
- Analyze market data insights for asset allocation recommendations.
- Financial Research & Analysis:
- Conduct fundamental analysis of assets.
- Understand debt securities and risk management.
- Compare investment options such as corporate bonds and mutual funds.
- Portfolio Management:
- Develop asset allocation strategies.
- Perform risk profiling and understand behavioural biases.
- Create a diversified portfolio with near live price feeds.
- Technical Tools & Training:
- Learn about AI applications in finance.
- Work on Virtual Risk Analyser.
- Capstone Project:
- Prepare an investment proposal for a client, including portfolio recommendations, long-term outlook, security/fund selection and justification.
- Practical experience in investment advisory and portfolio construction.
- Hands-on knowledge of asset allocation and risk analysis.
- Strong analytical skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
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