Finance
Suggest the Future Investment Portfolio of a Family Office Based on your Analysis of Past Investments and Market Trends
Invest stocks, track their performance and learn from experience and analysis what is the ideal investment portfolio for a small business
Certified by
Role
Investment Analyst (Finance)
Industry
Finance
Menterns at work
24
Level
Advanced
Time Commitment
Submit First Draft in 15 days
Duration
30 days
Tools you’ll learn
Here’s What You Work On
About the Company
Wealthup is a platform that understands your current financial situation, helps you identify the gaps and guides you in filling these gaps.
It gathers insights about your finances and offers the right financial products for you - personalised to your needs.
Explore
the following work techniques
Stock simulators
Stock analysis
Risk-return analysis on investment
Learn more about our Menternship Principle
Bridging the gap
The ability to manage a successful investment portfolio is one of the highest-paying roles in the finance industry. The road to becoming a successful asset manager is long and can only be achieved after years of experience - but it all starts right here by learning the basics of stock prediction, diversification of investments and honing your predictions through simulations and data.
Apply
the following skills
Market and regulatory environment
Portfolio management
Learn more about our Menternship Principle
Expected output
In this menternship, you will revamp an investment portfolio by dumping unprofitable stocks and adding profitable ones to it
Create
the following deliverables
Assessment of current portfolio
A new and profitable investment portfolio
Learn more about our Menternship Principle
What you’ll need before starting
Fundamental and technical analysis
Why Do Menternships?
Each Menternship experience is powered by the MentorMind experiential learning model. We empower you as a Mentern to produce your own unique real work output through mentoring, deep-learning & applying your learnings to work.
All our Menternships are co-created with companies. They are designed for real-time work in the corporate function which allows all levers of a work experience to flourish in your Menternship experience.
You get access to a guild of industry mentors with remarkably diverse experience in their fields. Mentors help you with expert advice, domain guidance or to understand a specific task better. Moreover, you can always depend on our community of menterns, MentorMind Garage, to seek assistance from your co-menterns, guides & mentors!
Successfully completing a Menternship is no less that having practical, hands-on work experience. You earn a Certificate of Recognition from the Menternship partner company which can be showcased on your CV or your LinkedIn as a proof of your real skills!
As a Certified Mentern you earn a spot in the exclusive Mentern Perks Club, a MentorMind community that opens up networking amongst menterns from across the globe. MentorMind empowers the community with our amazing Perks Club guides, Do-With-Us workshops & access to work opportunities with our Corporate Partners!
Meet Our Certified Menterns
It was amazing! I learnt so many things like creating engagement on social media platforms. The 1:1 with mentors were super helpful. I learnt how to create Instagram ads, identify goals & do competitor analysis- so many things.
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There was a lot of interactive sessions with Mentors. The Menternship I completed gave me a new perspective to how work has to be done. I truly enjoyed working with real figures & actual industry case studies.
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My experience was great as I got a chance to explore subjects like Analytics which are difficult to look for. The Menternship allowed to get subject knowledge and see what goes behind the making and delivering of a product.
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My experience was very useful as I learnt so much about Fleet Management & Digital Marketing connected to the real-world scenario. I learnt how to actually work with social media channels like IG & Facebook.
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Suggest the Future Investment Portfolio of a Family Office Based on your Analysis of Past Investments and Market Trends
Invest stocks, track their performance and learn from experience and analysis what is the ideal investment portfolio for a small business
Explore our curated Resource Hub
Get Guidance in One-on-One Mentor Hours
Ask Questions in our Biweekly AMA
Resolve all doubts on Mentor Support Chatbox
Get Actionable Mentor Feedback on your work
Learn & Network at the exclusive Mentern Perks Club
