Portfolio Strategist

18 hours ago


Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 70,00,000
Investment Portfolio Specialist Role

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.
What You Will Gain
  • 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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