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 qualified 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.
Solid 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 (India)
🏢 UTI Mutual Fund
📍 India