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Strategic Wealth Advisor

2 weeks ago


Aligarh, Uttar Pradesh, India beBeePortfolio Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description

We are seeking a skilled and motivated student intern to join our team as a Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.

As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.

Key Responsibilities:
  • Analyze and present market data insights for portfolio recommendations.
  • Develop portfolio allocation strategies.
  • Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
Requirements

A successful candidate must possess strong analytical and problem-solving skills. They should also have basic knowledge of Microsoft Office and be willing to self-learn and work in a fast-paced environment.

Benefits

This internship offers a unique opportunity to gain practical exposure to wealth management simulation, investment advisory, and portfolio construction. You will also have hands-on experience of asset allocation using investment advisory tools.