Job Description

Key Responsibilities

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Conduct detailed portfolio analytics and performance attribution to support fund managers.

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Prepare monthly fund commentaries, factsheet inputs, and investment outlook notes in collaboration with the fund management team.

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Develop high-quality presentation materials for internal sales teams, distributors, and external investors.

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Clearly articulate portfolio positioning, performance drivers, and market outlook in a structured and qualified manner.

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Participate in investor calls, webinars, and roadshows to present fixed income strategies and insights.

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Deliver customized portfolio analytics and insights tailored to investor and distributor requirements.

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Serve as a subject matter expert for sales teams on fixed income markets, products, and investment strategies.

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Qualifications

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MBA (Finance), CA, CFA (preferred), FRM, or equivalent skilled qualification.

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

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Experience

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5–8 years of experience in the fixed income domain within AMC, PMS, bank treasury, or a research house.

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Exposure to debt mutual funds, bond markets, or macro research.

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Experience preparing market commentary, client presentations, or fund analytics is preferred.

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Required Skills

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Strong understanding of fixed income markets and macro-economic trends.

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Proficiency in data analysis, financial modeling, and analytical tools.

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Excellent communication skills with the ability to simplify complex concepts for investors.

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Detail-oriented, analytical, and highly organized with strong problem-solving capability.

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Ability to collaborate effectively across teams and functions.

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📌 Portfolio Specialist Mumbai
🏢 UTI Mutual Fund
📍 Mumbai