Portfolio specialist

UTI Mutual Fund · Mumbai, India

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 professional 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 professional qualification. Strong academic background in finance, economics, or related fields.

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

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