Location: Mumbai, Maharashtra, India

 

 

You are a strategic thinker passionate about driving solutions in Fixed Income portfolio analytics, reporting, and commercialization. You have found the right team. As an Investment Specialist / Lead within our Global Fixed Income, Currency and Commodities (GFICC) Portfolio Management & Investment Specialist team, you will be responsible for shaping portfolio strategy communication, improving client-facing deliverables, and ensuring consistent execution across reporting, onboarding, and commercialization.

 

Job Responsibilities 

• Support product commercialization by helping monetize fixed income offerings.
• Create client-ready materials, insights, and market/portfolio commentaries.
• Prepare and review strategy presentations covering performance, market value, and attribution.
• Develop portfolio analytics and characteristics (risk, exposure, duration, sector/credit views, etc.).
• Compile and maintain holdings detail, positioning narratives, and portfolio summaries.
• Customize client presentations for Investment Specialist review meetings and updates.
• Analyze portfolio positioning, analytics, and performance results to explain outcomes.
• Draft client performance reports and investment review materials with clear performance-driver commentary.
• Lead new client onboarding and fund launches by partnering with middle office, guidelines, and client service teams.
• Coordinate with Sales, Consultants, and RFP teams to deliver timely, accurate content.

• Drive global initiatives (competitor analysis, process efficiencies, new thought pieces/content, ESG initiatives) to scale and commercialize strategies.

   

 

Required qualifications, capabilities and skills 

• Atleast 8 years of experience in financial markets.
• Strong understanding of Fixed Income and the asset management business.
• Proficiency in Python (including prior coding experience).
• Strong quantitative and analytical skills (data analysis; ability to understand data flows).
• Advanced proficiency in MS Office (Excel, Word, PowerPoint).
• Strong written and verbal communication skills.
• Proven time management skills with ability to multitask and prioritize.
• Strong attention to detail and commitment to accuracy.
• Demonstrated delivery focus in deadline-driven environments.
• Self-starter mindset with ability to work independently and collaboratively.

• Ability to communicate effectively across multiple seniority levels and stakeholders.

   

 

Preferred qualifications, capabilities and skills 

• Masters degree in Finance/Economics/Business Administration (or equivalent).
• CFA or FRM candidacy is a plus.
• Intermediate-to-advanced Excel and PowerPoint capability (beyond core requirements).

Drive fixed income strategy commercialization by crafting insights, analytics, and client-ready reporting for global portfolios.