Talent.com
Investment Analyst

Investment Analyst

Zetheta Algorithms Private LimitedPalakkad, IN
30+ days ago
Job description

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 Investment Analyst Role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment advisory.

About the Internship :

As an Investment Analyst, 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 investment advisory 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. Investment Advisory & 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 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.
  • Who Should Apply?

  • 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.
  • 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 • Palakkad, IN

    Related jobs
    • Promoted
    Co-Founder with Investment

    Co-Founder with Investment

    Aalekh AIPalakkad, IN
    Cofounder (with Investment) – Aalekh.Equity + Investment-Based Role.Artificial Intelligence, Accounting SaaS, FinTech.Our AI-powered SaaS platform automates tasks like : . Client query answering via A...Show moreLast updated: 10 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    DraconXPalakkad, IN
    At DraconX, we transform innovative ideas into intelligent, scalable digital solutions.Specializing in AI business automation and AI-driven SaaS platforms, we develop MVPs, custom software, and aut...Show moreLast updated: 15 days ago
    • Promoted
    Senior T24 Developer - Investment Banking

    Senior T24 Developer - Investment Banking

    Systems LimitedCoimbatore, IN
    The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations. This role involves leading the end-to-end delivery of T24 techni...Show moreLast updated: 6 days ago
    • Promoted
    Finance Associate / Analyst

    Finance Associate / Analyst

    ValorantThrissur, IN
    Valorant Consulting is seeking a Finance Associate to support the firm’s leadership in managing financial operations, reporting, and analysis. This is a hands-on role that combines finance administr...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Business Intelligence Analyst

    Business Intelligence Analyst

    ConcentrixPalakkad, IN
    Are you passionate about leveraging data to drive business decisions? We are seeking a skilled Business Intelligence Analyst. This role offers a unique opportunity to pioneer BI initiatives in the B...Show moreLast updated: 4 hours ago
    • Promoted
    Portfolio Data Analyst

    Portfolio Data Analyst

    ArcanaThrissur, IN
    We are seeking dynamic Portfolio Data Analysts to join our team and collaborate closely with our founders, financial analysts, product managers, and engineers. In this role, you'll play a pivotal pa...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Credit Analyst

    Senior Credit Analyst

    Branch InternationalCoimbatore, IN
    Branch is a leading AI-based lending fintech with 50M+ downloads across India and Africa.We use alternative data to reach millions of people that are largely excluded from the financial sector.Head...Show moreLast updated: 9 days ago
    • Promoted
    Senior Analyst - Performance Attribution, Malaysia

    Senior Analyst - Performance Attribution, Malaysia

    Invartis ConsultingThrissur, IN
    Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Business Intelligence Analyst

    Business Intelligence Analyst

    bluCognitionCoimbatore, IN
    Business Intelligence Analyst - Risk Reporting.Support the team requirements of creating risk reporting for business and risk teams. Develop foundational skills in understanding the fundamentals of ...Show moreLast updated: 4 hours ago
    • Promoted
    Financial Analyst

    Financial Analyst

    LawSikhoCoimbatore, IN
    Teacher / Course Anchor – AI-Powered Finance Automation.Are you looking for a remote job but wondering how a financial analyst or someone with a finance background can make it work? Then this role ...Show moreLast updated: 30+ days ago
    • Promoted
    FOREX INVESTOR

    FOREX INVESTOR

    FOREX INVESTMENTCoimbatore, 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
    Forward Deployed Analyst (Ex-IB / PE / HF / Buyside)

    Forward Deployed Analyst (Ex-IB / PE / HF / Buyside)

    ArcanaThrissur, 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
    Valuation Analyst

    Valuation Analyst

    Client of Intellectual Capitalthrissur, kerala, in
    A career within valuation services will provide a wide and valuable range of experience in an exciting, dynamic and challenging working and learning environment. The main objective of the role is to...Show moreLast updated: 1 day ago
    • Promoted
    Financial Reporting Analyst

    Financial Reporting Analyst

    CohnReznickCoimbatore, IN
    What will your next career challenge offer? At CohnReznick, our people are talented, intellectually curious and driven to make a difference for our clients, community, and our firm.We are an organi...Show moreLast updated: 15 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    ArcanaThrissur, IN
    We’re looking for world-class front-office Financial Analysts to join our mission at Arcana—a next-generation portfolio intelligence company powering hedge funds, and asset managers.This role isn’t...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst-Income calculation

    Senior Analyst-Income calculation

    Consolidated Analyticscoimbatore, tamil nadu, in
    JOB TITLE : Due Diligence – Income Calculation.Associate plays a crucial role in the mortgage lending process by calculating the income and risk profile of potential borrowers.The position involves ...Show moreLast updated: 1 day ago
    • Promoted
    Mergers and Acquisitions Analyst

    Mergers and Acquisitions Analyst

    Rely Services®Thrissur, IN
    We are seeking an M&A Analyst to support investment evaluation, financial modeling, and deal execution.This role offers hands-on exposure to private equity–style transactions and is ideal for early...Show moreLast updated: 1 day ago
    • Promoted
    Senior Investment Professional

    Senior Investment Professional

    SLKCoimbatore, IN
    Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 30+ days ago