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 skilled 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 professional qualification.
- Strong academic background in finance, economics, or related fields.
Experience
- 5–8 years of experience in the fixed income domain within AMC, PMS,
📌 Asset Management Specialist (Mumbai)
🏢 UTI Mutual Fund
📍 Mumbai
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