Suggest the Future Investment Portfolio of a Family Office Based on your Analysis of Past Investments and Market Trends
Study the past performance of an investment portfolio, and suggest future investments based on your analysis using both fundamental and technical frameworks
About this menternship
In this Menternship, you will be completing multiple tasks that outline the work of a portfolio manager. You will start with the analysis of stocks that are part of a family office’s investment portfolio. This portfolio has been provided to you for reference. Here, you will implement 2 widely used techniques of stock analysis to determine the health of the portfolio and identify the low performing stocks.

Now, once you have decided which stocks to lay off, you will propose new stocks to be added to the portfolio. You will then create the optimal allocation of a budget provided to you among these selected stocks. Following this, you make dummy investments on an online stock simulator and track the progress of your investments for a period of 2 weeks, analysing the performance of your investments and making requisite changes during the interim.

Throughout this Menternship, you will learn the important skills of analysing the past performance & predicting the future price movement of a stock, before understanding optimal allocation of a given budget.

Quintessence Enterprises provides a full spectrum of equity capital markets services, using an industry-focused, knowledge-driven approach. Their team of professionals is dedicated towards assisting and advising the clients seeking to mobilize capital from investors.
Why take up this menternship?
On completing this menternship, you will learn about
  1. Fundamental analysis of stocks
  2. Technical analysis of stocks
  3. Building an Optimal Portfolio

Expected Output
  1. Suggested edits/changes to existing portfolio
  2. Stocks analysis report
  3. Optimal Portfolio Allocation
  4. Market Research Report on Selected Company Stocks
  5. Complete transaction report of trades made
  6. Video of self
Suggest the Future Investment Portfolio of a Family Office Based on your Analysis of Past Investments and Market Trends
This menternship offers
People with experience in the industry of your choice ready to help you complete the challenges at hand.
Every challenge comes with a certificate on completion from both Mentormind and the company hosting the challenge.
Real life experience
Gain real-time work experience, online. Each challenge comes with resources to help bring the office to where you are.