Investment Analyst Role Overview
We are seeking a talented and motivated individual to fill an Investment Analyst role. This is an excellent opportunity for a self-driven, financially skilled professional with an eye for investment advisory.
Key Responsibilities :
- 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.
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 behavioural biases.Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near-live price feeds and compare your asset allocation to target asset allocation suggested through AI-powered risk profiling.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.Internship Details :
Duration : Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
Type : Unpaid