Strategic Investment Advisor

3 days ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000
Investment Analyst

About the Role:

We are looking for a detail-oriented and analytical Investment Analyst to join our team.

Your primary responsibilities will include:

  • 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.
  • 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.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

You will gain practical exposure to investment advisory, portfolio construction, and risk analysis.

This is an excellent opportunity to grow professionally and take your career to the next level.

We offer a competitive compensation package and opportunities for professional growth.

Apply now to join our dynamic team

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