Optimize Financial Performance

24 hours ago


Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title: Investment Strategist

About the Role

We are seeking a talented and motivated individual who is self-driven, financially skilled, and has an eye for investment advisory.

  • Main Responsibilities:
    • Analyze and present market data insights for portfolio recommendations.
    • Assist in preparing pitch books and investment presentations for clients.
    • Learn about client interaction and investment strategies.
    • Participate in mock client meetings to develop communication skills.
  • Key Skills & Qualifications:
    • Strong analytical and problem-solving skills.
    • Basic knowledge of Microsoft Office.
    • Willingness to self-learn and work in a fast-paced environment.
    • Student or fresh graduate from any academic discipline.

About What You Will Learn

  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Knowledge of AI applications in finance.

About the Ideal Candidate

  • Financially savvy and detail-oriented.
  • Able to think critically and strategically.
  • Familiarity with financial markets and instruments.


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