Athena Analyst Global Portfolio Strategy & Asset Allocation Athena

The Corporate Institute; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Analyst for Global Portfolio Strategy and Asset Allocation to support its investment advisory team. You will refine asset frameworks, translate advice into portfolio actions, and monitor model portfolios across client accounts.

Ideal candidates have CA/CFA/MBA, 2–4 years in investment research or asset management, and strong communication skills to craft research notes, blogs, and client materials.

Qualifications

• CA/CFA/MBA from a reputed university.
• 2–4 years of investment research or asset management experience.
• Ability to analyze markets and build asset allocation models.
• Strong written and verbal communication; create research notes.
• Experience with investment opportunities and portfolio reviews.
• Knowledge of macro trends, risk management, and valuation.
• Experience advising high-net-worth or institutional portfolios.
• Ability to mentor juniors and collaborate with stakeholders.

Responsibilities

• Assist in developing and refining asset allocation framework.
• Implement investment advice across client portfolios.
• Compare client portfolios against model portfolios and recommend rebalancing.
• Build and maintain model portfolio dashboards.
• Lead periodic portfolio and performance reporting to clients.
• Identify investable opportunities across global markets.
• Monitor macroeconomic trends and risk factors.
• Support production of research reports and market commentary.
• Produce blogs, newsletters, and podcasts to share insights.
• Collaborate with internal teams and external partners.
• Assist in research initiatives, client interactions, and presentations.
• Mentor and guide junior analysts.

Skills

Leadership

Portfolio management

Macroeconomic analysis

Financial writing

Client communication

Education

CA/CFA/MBA

Tools

Bloomberg

Capital IQ

Seeking Alpha

Job description

JOB DESCRIPTION

Analyst Global Portfolio Strategy and Asset Allocation

Department: Investment Advisory

Reports To: Head of Portfolio Strategy / Chief Investment Officer

Location: Lower Parel, Mumbai

Employment Type: Full-time

Key Responsibilities

Asset Allocation & Portfolio Implementation

• Assist in developing and refining the firms asset allocation framework, aligned with its investment philosophy.
• Implement the firms investment advice across client portfolios, ensuring recommendations translate accurately and consistently into executed portfolio actions.
• Compare individual client portfolios against the relevant model portfolio(s), identify deviations, and recommend appropriate rebalancing or portfolio actions.
• Build and maintain model portfolio dashboards, tracking allocation drift, performance, and adherence across client accounts.
• Lead periodic portfolio and performance reporting to clients, ensuring transparency and clarity.

Research & Market Analysis

• Play an important role in identifying and evaluating investable opportunities across global markets.
• Monitor and analyse macroeconomic trends, market movements, and risk factors influencing portfolios.
• Support the production of research reports, notes, and market commentary for internal and client use.
• Produce engaging blogs, newsletters, and podcasts to share market insights and firm research.

Collaboration & Client Engagement

• Collaborate with internal teams and external partners to ensure cohesive delivery of investment solutions.
• Assist in research initiatives, client interactions, and presentations.
• Mentor and guide junior analysts, fostering a culture of rigour and continuous learning.

Qualifications & Experience

• Chartered Accountant (CA), CFA charter holder, or MBA from a reputed university.
• 2 to 4 years of proven experience in investment research, asset management, or wealth advisory.
• Demonstrated ability to analyse markets and build/improvise asset allocation models independently.
• Strong written and verbal communication skills, with the ability to create compelling research notes, blogs, and newsletters.
• Experience evaluating investment opportunities, conducting portfolio reviews, and recommending portfolio actions.
• Well-versed in macroeconomic trends, market cycles, risk management, and valuation methodologies.
• Prior experience advising high-net-worth clients or institutional portfolios.
• Ability to mentor junior analysts and collaborate effectively with internal and external stakeholders.

Skills & Competencies

• Leadership qualities to mentor and guide junior team members.
• Strong business acumen with a deep understanding of products across asset classes.
• Ability to analyse macroeconomic indicators, market data, and industry reports.
• Proficiency in writing research notes, financial analysis, and industry blogs/newsletters.
• Experience with portfolio management and research tools such as Bloomberg, Capital IQ, and Seeking Alpha.
• Self-driven, proactive, and willing to take ownership of responsibilities in a flat organisational culture.
• Adaptable, growth-oriented, with a longterm investment outlook.

Performance Metrics

• Research impact and influence on investment decisions.
• Resultsoriented performance.
• Quality and timeliness of research reports, blogs, and newsletters.
• Effectiveness in portfolio optimisation and risk management strategies.
• Accuracy and timeliness of portfolio implementation against model portfolios, and quality of model portfolio dashboard maintenance. .