
Senior Investment Strategist Position
8 hours ago
About this role
This internship offers a unique opportunity for self-driven students to develop their investment advisory skills.
As an Investment Analyst intern, you will work on projects involving investment strategies, client portfolio management, asset allocation, and risk profiling.
- Main Responsibilities:
- Learn about client interaction and investment strategies.
- Assist in preparing pitch books and investment presentations for clients.
- Analyze and present market data insights for portfolio recommendations.
- Participate in mock client meetings to develop communication skills.
- Key Skills:
- 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 Management:
- Develop portfolio allocation strategies.
- Perform AI powered risk profiling using Virtual Risk Analyser and understand your behavioural biases.
- Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.
- Technical Skills:
- Learn about artificial intelligence in portfolio management.
- Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
- Capstone Project:
- Prepare an investment proposal for a client including portfolio allocation recommendations and security/fund selection.
What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Hands-on experience of asset allocation using investment advisory tools.
- Strong analytical and financial modelling skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
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