Strategic Investment Advisor

3 days ago


Kannur, Kerala, India beBeeInvestment Full time ₹ 75,00,000 - ₹ 1,00,00,000
Portfolio Management Opportunity

About this role

This is a unique chance to gain hands-on experience in portfolio construction, investment advisory, and risk analysis.

  • Key Responsibilities:
    • Investment Advisory & Portfolio Management
      • Develop strong analytical and financial modeling skills through real-world applications.
      • Analyze and present market data insights for informed investment decisions.
      • Collaborate with our team to create a portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments.
    • Financial Research & Analysis
      • Conduct thorough 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.
    • Technical & AI-Driven Financial Tools
      • Learn about artificial intelligence in portfolio management.
      • Work on Virtual Risk Analyser and other AI-powered tools.
    • Capstone Project
      • Prepare an investment proposal for a client, including:
      • Portfolio allocation recommendations.
      • Long-term macroeconomic outlook.
      • Security/fund selection and justification.
  • What You Will Gain:

    • Practical exposure to wealth management simulation.
    • Strong analytical and problem-solving skills.
    • Enhanced presentation and communication skills.
    • Knowledge of AI applications in finance.
  • Who Should Apply?

    • Student or fresh graduate from any academic discipline.
    • Basic knowledge of Microsoft Office.
    • Willingness to self-learn and work in a fast-paced environment.
  • Internship Details:

    • Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
    • Unpaid internship opportunity.

The internship is designed to provide practical exposure to wealth management simulation.



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