Senior Portfolio Optimization Specialist

1 day ago

Pune, Maharashtra, India beBeePortfolioManager Full time ₹ 10,00,000 - ₹ 12,00,000

About this role

ZeTheta Algorithms Private Limited is developing innovative AI tools for portfolio management and wealth advisory.

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 student with an eye for investment analysis and advisory.

About the Internship:

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

Key Responsibilities

As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of portfolio management strategies and wealth advisory techniques. Your primary responsibilities will include:

1. Portfolio Management & Client Engagement

  • 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.

2. 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.

3. 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.

4. Technical & AI-Driven Financial Tools

  • Learn about artificial intelligence in portfolio management.
  • Work on Virtual Risk Analyser.
  • Work on Virtual Portfolio Analyser.

5. 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 Learn

  • Practical exposure to portfolio construction, risk analysis, and wealth advisory.
  • 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.

You must be a student or fresh graduate from any academic discipline.

Required Skills and Qualifications

A strong analytical and problem-solving mindset.

Basic knowledge of Microsoft Office.

Willingness to self-learn and work in a fast-paced environment.

Benefits

No salary, but practical exposure to portfolio management and wealth advisory.

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

Type: Unpaid internship

],

  • Portfolio Management Specialist

    4 days ago

    Pune, Maharashtra, India beBeePortfolio Full time ₹ 6,00,000 - ₹ 10,00,000

    Job OverviewWe are seeking a highly skilled professional to fill the role of Portfolio Management Specialist.

  • Product Portfolio Growth Specialist

    2 days ago

    Pune, Maharashtra, India beBeeportfolio Full time

    Job Title:Product Development Manager About the Role:The Product Development Manager is a key role responsible for overseeing the development and optimization of our product portfolio. This involves leading innovation projects, providing strategic insights, and working cross-functionally to drive business growth.This individual will be responsible for...

  • Senior Portfolio Manager

    14 hours ago

    Pune, Maharashtra, India beBeeNegotiation Full time ₹ 15,00,000 - ₹ 20,00,000

    Job OpportunityAbout the Role:As a seasoned Collections Strategist, you will play a pivotal part in managing delinquent portfolios and driving resolution rates. Your primary objective is to effectively manage these portfolios while ensuring seamless implementation of established processes.Key Responsibilities:1. Develop and execute strategies to efficiently...

  • Process Optimization Specialist

    2 days ago

    Pune, Maharashtra, India beBeeOptimization Full time

    Job DescriptionWe are seeking a highly skilled Process Optimization Specialist to join our team. As a key member of our organization, you will be responsible for developing and implementing process improvements that drive efficiency and effectiveness across the board.Your primary focus will be on streamlining procurement and invoice management processes,...

  • Senior Proposal Specialist

    3 days ago

    Pune, Maharashtra, India beBeeProposal Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Proposal SpecialistJoin us in our pursuit of excellence as a Senior Proposal Specialist. In this key role, you will be responsible for developing and executing strategies to drive business growth through effective proposal management.Key Responsibilities:Develop and execute proposal plans to meet customer needs and requirementsCollaborate with...

  • Senior Portfolio Manager

    2 weeks ago

    Pune, Maharashtra, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Investment Portfolio ManagerThis role offers an exciting opportunity to work with high net worth individuals and ultra-high net worth individuals, managing their investment portfolios and providing expert advisory services to enhance portfolio growth.Key Responsibilities:

  • Senior Database Specialist

    20 hours ago

    Pune, Maharashtra, India beBeeDatabaseSpecialist Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Senior Database SpecialistOverviewWe are seeking a highly skilled and experienced Senior Database Specialist to join our team. The successful candidate will be responsible for designing, implementing, and maintaining efficient and reliable database systems.ResponsibilitiesDesign and implement database solutions to meet business needsDevelop and...

  • Credit Portfolio Strategist

    15 hours ago

    Pune, Maharashtra, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Credit Portfolio Strategist Job DescriptionJob Summary:We seek a seasoned Credit Portfolio Strategist to drive our portfolio management initiatives. As a key member of our organization, you will be responsible for developing and implementing a robust framework that ensures optimal risk mitigation and return on investment.The ideal candidate will have a...

  • Senior Financial Analyst

    7 days ago

    Pune, Maharashtra, India beBeeRisk Full time

    Credit Risk SpecialistWe are seeking a seasoned Credit Manager with 7–10 years of experience in MSME lending, preferably within an NBFC environment.The ideal candidate is a qualified Chartered Accountant (CA) with a strong background in underwriting business loans, LAP, equipment loans, and supply chain finance.This position, based in Pune, is critical in...

  • Senior Credit Risk Specialist

    4 days ago

    Pune, Maharashtra, India beBeeCreditRisk Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Senior Credit Risk SpecialistAbout the Role:We are seeking a highly skilled Senior Credit Risk Specialist to join our team. As a key member of our credit risk function, you will play a crucial role in managing and mitigating credit risk across our portfolio.Key Responsibilities:Focus on high-complexity processes and reporting, requiring detailed...