Portfolio Specialist (Raigarh)

Portfolio Specialist (Raigarh)

12 Aug
|
UTI Mutual Fund
|
Raigarh

12 Aug

UTI Mutual Fund

Raigarh

Job Description Key Responsibilities
- Conduct detailed portfolio analytics and performance attribution to support fund managers.
- Prepare monthly fund commentaries, factsheet inputs, and investment outlook notes in collaboration with the fund management team.
- Develop high-quality presentation materials for internal sales teams, distributors, and external investors.
- Clearly articulate portfolio positioning, performance drivers, and market outlook in a structured and professional manner.
- Participate in investor calls, webinars, and roadshows to present fixed income strategies and insights.
- Deliver customized portfolio analytics and insights tailored to investor and distributor requirements.
- Serve as a subject matter expert for sales teams on fixed income markets, products, and investment strategies.

Qualifications
- MBA (Finance), CA, CFA (preferred), FRM, or equivalent qualified qualification.
- Strong academic background in finance, economics, or related fields.

Experience
- 5–8 years of experience in the fixed income domain within AMC, PMS,

📌 Portfolio Specialist (Raigarh)
🏢 UTI Mutual Fund
📍 Raigarh

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