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Investment Portfolio Manager Intern

Investment Portfolio Manager Intern

beBeeInvestmentBelgaum, India
1 day ago
Job description

Investment Opportunity

We are seeking a highly motivated individual to join our investment team as an intern.

This internship provides a unique opportunity to work on cutting-edge projects in investment advisory, portfolio management, and risk profiling.

  • Learn client interaction and investment strategies through hands-on experience.
  • Develop pitch books and investment presentations for clients by analyzing market data insights and making informed recommendations.
  • Analyze and present market data insights for portfolio recommendations, showcasing expertise in financial research and analysis.
  • Participate in mock client meetings to develop effective communication skills and build confidence in presenting investment ideas.

Financial Research & Analysis Skills :

  • Conduct fundamental and technical analysis of equities and alternative investments to make informed decisions.
  • Understand debt securities and yield to maturity (YTM) calculations to evaluate investment opportunities.
  • Compare investment options such as corporate bonds, NCDs, and mutual funds to determine the best course of action.
  • Portfolio Management & Risk Assessment :

  • Develop portfolio allocation strategies to optimize returns and minimize risk.
  • Perform AI-powered risk profiling using advanced tools and techniques.
  • Create a diversified portfolio of assets allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.
  • Technical & AI-Driven Financial Tools :

  • Gain expertise in artificial intelligence in portfolio management and its applications.
  • Work on developing Virtual Risk Analyser and Virtual Portfolio Analyser to enhance investment decision-making.
  • Capstone Project :

  • Prepare a comprehensive investment proposal for a client, including portfolio allocation recommendations, long-term macroeconomic outlook, security / fund selection, and justification.
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