Expert Wealth Advisor

14 hours ago

Solapur, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
\Portfolio Manager Job Opportunity\

Job Description:

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

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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.

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Key Responsibilities:

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  • \
  • 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.\
  • Prepare an investment proposal for a client, including: portfolio allocation recommendations, long-term macroeconomic outlook, security/fund selection and justification.\
  • Learn about artificial intelligence in portfolio management and work on Virtual Risk Analyser and Virtual Portfolio Analyser.\
  • Participate in mock client meetings to develop communication skills.\
  • Assist in preparing pitch books and investment presentations for clients and analyze and present market data insights for portfolio recommendations.\
  • Conduct fundamental and technical analysis of equities and alternative investments and understand debt securities and yield to maturity (YTM) calculations.\
  • Compare investment options such as corporate bonds, NCDs, and mutual funds.\
    • \

Required Skills and Qualifications:

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You should be a student of fresh graduate from any academic discipline. You should have strong analytical and problem-solving skills. Basic knowledge of Microsoft Office is required. Willingness to self-learn and work in a fast-paced environment is essential.

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Benefits:

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This internship provides practical exposure to investment advisory, portfolio construction, and risk analysis. You will gain hands-on experience of asset allocation using investment advisory tools. You will enhance your presentation and communication skills and gain knowledge of AI applications in finance.

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Internship Details:

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

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What We Offer:

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A dynamic and challenging work environment that fosters growth and development. Opportunities to learn and improve skills in a fast-paced industry.

\">Apply Now:

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