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Portfolio Strategist

Portfolio Strategist

beBeeInvestmentVadodara, India
15 hours ago
Job description

Financial Planning and Portfolio Management Role

About the Position :

We are seeking a skilled Investment Analyst to work on advanced projects involving investment advice, portfolio management, asset allocation, and risk profiling.

  • You will engage in multiple mini-projects across various functional areas.
  • You will learn about client interaction and investment strategies, assist in preparing pitch books and investment presentations for clients, and analyze and present market data insights for portfolio recommendations.
  • You will conduct fundamental and technical analysis of equities and alternative investments, understand debt securities and yield to maturity (YTM) calculations, and compare investment options such as corporate bonds, NCDs, and mutual funds.

Main Responsibilities :

  • Develop portfolio allocation strategies.
  • Perform AI-powered risk profiling using our Virtual Risk Analyser.
  • 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.
  • Additional Information :

    This is a self-paced internship available within a period of 4 months. You can choose from a 1-month or 2-month duration option.

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    Portfolio Strategist • Vadodara, India

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