Portfolio Specialist
UTI Mutual Fund
- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
Required skills
- communication skills
- Outlook
About the role
UTI Mutual Fund
Website:
utimf.com
Job details:
🔸 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.
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