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



economics, or related fields.
/n /n Experience
/n /n 5–8 years of experience in the fixed income domain within AMC, PMS, bank treasury, or a research house.
/n Exposure to debt mutual funds, bond markets, or macro research.
/n Experience preparing market commentary, client presentations, or fund analytics is preferred.
/n /n Required Skills
/n /n Strong understanding of fixed income markets and macro-economic trends.
/n Proficiency in data analysis, financial modeling, and analytical tools.
/n Excellent communication skills with the ability to simplify complex concepts for investors.
/n Detail-oriented, analytical, and highly organized with strong problem-solving capability.
/n Ability to collaborate effectively across teams and functions.
/n

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