Investment Portfolio Analyst (Intern)
Zetheta Algorithms Private LimitedRepublic Of India, IN26 days ago
Job descriptionConduct 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. 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. Learn about artificial intelligence in portfolio management. Work on Virtual Risk Analyser. Work on Virtual Portfolio Analyser. Prepare an investment proposal for a client, including : Portfolio allocation recommendations. Long-term macroeconomic outlook. Security / fund selection and justification. 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. Student of fresh graduate from any academic discipline. Strong analytical and problem-solving skills. Basic knowledge of Microsoft Office. Willingness to self-learn and work in a fast-paced environment.
About the Company
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role
We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. 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 Wealth 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. The internship is designed to provide practical exposure to wealth management simulation.
Key Responsibilities
As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include :
1. Wealth 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
3. Portfolio & Risk Management
4. Technical & AI-Driven Financial Tools
5. Capstone Project
What You Will Learn
Who Should Apply?
Internship Details
Duration : Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
Type : Unpaid
Create a job alert for this search
Investment Analyst • Republic Of India, IN
Related jobs
- Promoted
Investment Banking Analyst Intern
Transjovan Capital Advisors LLPNew Delhi, Republic Of India, IN This is an exciting opportunity for someone with an Economics / Finance / Commerce degree looking to work with a global Investment Banking (M&A) team in New Delhi.
In this role, the Analyst Intern’s...Show moreLast updated: 5 days ago
- Promoted
Portfolio Management Intern
Zetheta Algorithms Private LimitedRepublic Of India, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Investment Platform Integration Analyst
Anand Rathi Share and Stock Brokers LtdRepublic Of India, IN We are looking for a Business Analyst to join our Product team, focused on middleware systems for digital trading and investment platform.
The role involves capturing, analyzing, and documenting req...Show moreLast updated: 2 days ago
- Promoted
Investment Portfolio Credit Analyst
Nippon India Mutual FundRepublic Of India, IN Conduct comprehensive credit evaluation of new and existing clients in the high yield private credit space.Identify potential risks and provide recommendations to mitigate them.End to end deal clos...Show moreLast updated: 26 days ago
- Promoted
Investment Banking Analyst
CapcoRepublic Of India, IN Role- Business Analyst- Capital Markets.Location- Mumbai(Goregaon East).Independently manage medium to large projects through the lifecycle and use BA tools proficiently (business requirement docum...Show moreLast updated: 30+ days ago
- Promoted
Investment Analyst
Zetheta Algorithms Private LimitedIndia, India ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Investment A...Show moreLast updated: 30+ days ago
- Promoted
Portfolio Manager - Alternative Investments
Deven ChokseyRepublic Of India, IN Alternate Asset Management (AIF / PMS).The ideal candidate will bring a strong track record in.Engage with clients and channel partners on portfolio performance and fund updates.Portfolio Managemen...Show moreLast updated: 7 days ago
- Promoted
Financial Analysis Intern
Zetheta Algorithms Private LimitedRepublic Of India, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 26 days ago
- Promoted
Investment Product Analyst
Anand Rathi Share and Stock Brokers LtdRepublic Of India, IN Key Skills & Responsibilities : .Strong knowledge of mutual funds, investment products, and transaction processes.Familiarity with online transaction platforms (NSE NMF-II, BSE StAR MF, NSE Invest, M...Show moreLast updated: 30+ days ago
- Promoted
Portfolio Intelligence Analyst
ArcanaRepublic Of India, IN Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk.We’re rethinking the tools institutional investors rely on—and we’re hiring analys...Show moreLast updated: 30+ days ago
- Promoted
Forward Deployed Portfolio Analyst
ArcanaRepublic Of India, IN Forward-Deployed Analyst – Portfolio Intelligence.Arcana builds institutional-grade analytics for leading hedge funds and asset managers.
We’re hiring exceptional analysts to partner with portfolio ...Show moreLast updated: 30+ days ago
- Promoted
Investment Advisory Intern
Zetheta Algorithms Private LimitedRepublic Of India, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Investment Portfolio Analyst
Intellectual Capital HR Consulting Pvt. Ltd.Republic Of India, IN Job Title : Investment Analyst – Family Office.Location : Fort Mumbai (Full-Time).Experience Required : 4-5 years (Graduate degree with relevant work experience).
We are looking for a proactive and ana...Show moreLast updated: 7 days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTNagpur, IN We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
- Promoted
Wealth Management Intern
Zetheta Algorithms Private LimitedNagpur, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Investment Banking Intern
Transjovan Capital Advisors LLPNew Delhi, Republic Of India, IN This is an exciting opportunity for someone with an Economics / Finance / Commerce degree looking to work with a global Investment Banking (M&A) team in New Delhi.
In this role, the Analyst Intern’s...Show moreLast updated: 30+ days ago
- Promoted
Financial Analyst Intern
Zetheta Algorithms Private LimitedRepublic Of India, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show moreLast updated: 30+ days ago
- Promoted
Lead IP Portfolio Analyst
Lear CorporationPune, Republic Of India, IN Lear, a global automotive technology leader in Seating and E-Systems, enables superior in-vehicle experiences for consumers around the world.
Our diverse team of talented employees in 38 countries i...Show moreLast updated: 4 days ago