Strategic Portfolio Manager

Investment Analyst Internship

This internship provides hands-on experience in investment strategies and portfolio management.

Key Responsibilities include :

• Client Portfolio Management & 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 & Optimization
• Develop portfolio allocation strategies.
• Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
• Technical & AI-Driven Financial Tools
• Learn about artificial intelligence in portfolio management.
• Work on Virtual Risk Analyser.
• Work on Virtual Portfolio Analyser.
• 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

Requirements

Duration & Type

Self-paced option of 1 month or 2 months within a period of 4 months provided.

Unpaid