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UTI Mutual Fund
Portfolio SpecialistUTI Mutual Fund • Mumbai, MH, IN
Portfolio Specialist

Portfolio Specialist

UTI Mutual Fund • Mumbai, MH, IN
2 days ago
Job description

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 professional 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 professional qualification.
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  • Strong 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, MH, IN

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