
Financial Asset Strategist
1 day ago
About the Job Opportunity
We are seeking a self-driven, financially skilled individual to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling.
Key Responsibilities- Pitch Books and Presentations: Assist in preparing pitch books and investment presentations for clients.
- Market Data Insights: Analyze and present market data insights for portfolio recommendations.
- Client Meetings: Participate in mock client meetings to develop communication skills.
You will also conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, compare investment options, and create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments.
Additionally, you will learn about artificial intelligence in portfolio management, work on Virtual Risk Analyser and Virtual Portfolio Analyser, and prepare an investment proposal for a client.
What You Will Learn- Practical Exposure: Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Asset Allocation: Hands-on experience of asset allocation using investment advisory tools.
- Analytical Skills: Strong analytical and financial modelling skills.
- Communication Skills: Enhanced presentation and communication skills.
- AI Applications: Knowledge of AI applications in finance.
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