Job DescriptionKey Responsibilities
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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 skilled manner. N
Participate in investorcalls, 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

nQualifications
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MBA (Finance), CA, CFA (preferred), FRM, or equivalent professional qualification. N




Robust academic background in finance, economics, or related fields. N

nExperience
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5–8 years of experiencein the fixed income domain within AMC, PMS, bank treasury, or a research house. N
Exposure to debt mutualfunds, bond markets, or macro research. N
Experience preparing market commentary, client presentations, or fund analytics is preferred. N

nRequired Skills
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Strong understanding of fixed income markets and macro-economic trends. N
Proficiency in data analysis, financial modeling, and analytical tools. N
Excellent communicationskills with the ability to simplify complex concepts for investors. N
Detail-oriented, analytical, and highly organized with robust problem-solving capability. N
Ability to collaborate effectively across teams and functions. N

📌 Portfolio Specialist Alibag
🏢 UTI Mutual Fund
📍 Alibag