Senior Investment Advisor

3 days ago

Aurangabad, Maharashtra, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 50,00,000
About the Opportunity

This is a unique chance for an ambitious and financially savvy individual to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Job Overview

You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. This role involves working with clients to understand their financial goals and develop personalized investment strategies.

The successful candidate will be responsible for analyzing market data and presenting insights to help inform investment decisions.

Key Responsibilities
  • Wealth Management & Client Engagement
    • Analyze client needs and develop tailored investment solutions.
    • Prepare pitch books and investment presentations for clients.
    • Presentation of market data insights for portfolio recommendations.
    • Participate in mock client meetings to develop communication skills.
  • Financial Research & Analysis
    • 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.
  • Portfolio & Risk Management
    • 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.
  • Technical & AI-Driven Financial Tools
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • Capstone Project
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.
About You
  • A student or fresh 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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