Portfolio Specialist – Associate

Portfolio Specialist – Associate

Closing on: May 21, 2025
Job Function: Analytics
Job Category: finance
Job Type: Full Time
Job Location: Mumbai

Our client is a global financial services firm focused on investment banking, investment management, wealth management and fund services.

Key Responsibilities:

• Manage multiple priorities in a fast-paced environment with minimal risk.

• Collaborate closely with investment teams to align with portfolio strategy and themes.

• Support sales, client servicing, and product teams in driving asset growth.

• Create and review client materials (presentations, RFPs, reports).

• Represent investment team in client interactions and resolve queries promptly.

• Ensure timely and high-quality delivery of portfolio reviews and updates.

• Coordinate with tech and operations to execute initiatives and improve processes.

Desired Skills:

• Preferably in fixed income or asset management.

• Strong team and relationship management skills.

• Excellent communication and project management abilities.

• Self-motivated, detail-oriented, and problem-solving mindset.

• Proficient in Bloomberg, Aladdin, Excel, PowerPoint; programming is a plus.

• Professional certifications like CFA/IMC preferred.

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.

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