AFE, Client Portfolio Management- Assistant Vice President

Job Description : AVP, Portfolio Specialist, AFE

Role Summary

We are seeking a seasoned and initiative-taking AVP, Portfolio Specialist, to join our Active Fundamental Equity team in Bangalore. This role has evolved into a center of excellence, providing critical support for our global business. The ideal candidate will have deeper expertise in active equity strategies and a proven ability to lead strategic projects, support business growth, and provide sophisticated, customized analytics to clients.

You will be responsible for a wide range of tasks, including acting as a subject matter expert for Growth and Value equity portfolios, driving automation initiatives, supporting business development in APAC region, and leading content strategy. This position offers a unique opportunity to shape the success and efficiency of our global equity platform

Key Responsibilities

• Serve as a primary subject matter expert on our Active Fundamental Equity strategies, providing deep insights on portfolio positioning, performance and market outlook
• Develop and deliver bespoke, high-quality analytical insights for growth and value equity portfolios to support new and existing institutional clients across various regions
• Play a key role in supporting new business pitches and expanding the client base in the fast-growing APAC region
• Provide senior level specialist support for the commercialization efforts of smallcase model portfolios in the Indian market
• Lead automation projects in partnership with the IT team to streamline the creation of key content slides for both standard and custom equity strategies
• Spearhead the streamlining and organization of all content for Active Fundamental Equity strategies, creating a centralized and easily accessible communication and repository for key stakeholders
• Collaborate closely with portfolio managers, distribution teams, and other internal stakeholders to ensure consistent and compelling product messaging

Experience

Candidate Qualifications

Technical & Fundamental Skills

Job ID : R-778127

Skills Required

Analytical Skills, Automation