Athena – Associate – Fixed Income & Asset Allocation – CA/CFA/IIM/ISB/MDI/FMS

Athena Investment Advisers; Mumbai; On-site; INR 4,500,000 - 7,000,000; Full time

Job summary

A financial services firm in Mumbai seeks an Associate – Fixed Income to identify investment opportunities, manage asset allocation, and produce investment research. The ideal candidate has 6-8 years of investment research experience and relevant qualifications. Strong client advisory skills and business acumen are essential for this role.

Qualifications

• 6-8 years of experience in investment research.
• Excellent communication and interpersonal skills.
• Strong understanding of market cycles and investment risk management.
• Excellent written and spoken communication and interpersonal skills.
• Ability to build/improvise the asset allocation framework.
• Critically evaluate investment opportunities and portfolio holdings and recommend actions.
• Analyse macro trends, indicators, and review investment products; write notes.
• Strong understanding of market cycles, risk management and valuation methods.

Responsibilities

• Identify investible opportunities in global fixed-income markets.
• Keep track of market trends and manage asset allocation models.
• Lead production of blogs and newsletters.

Skills

Mentoring junior analysts

Client advisory experience

Strong business acumen

Product knowledge

Blog/newsletter writing

Education

Chartered Accountant / CFA / MBA

CFA

MBA

Job description

About Athena Investment Adviser:

Athena is a financial services firm focused on providing Multi-Family Office, Wealth Management and Financial Advisory services to its clients in India and the UK. Promoted by professionals with rich experience in Investment Management and Financial Services, Athena has carved out a name for providing client-centric and value-accretive advisory services.

Athena advises Global Indians (ultra HNI clients and family offices) on their investment matters on a fiduciary basis using its proprietary investment management framework. The firm is committed to continuously strengthening its position as a reliable investment advisory partner, and to this end, it follows a disciplined and research-driven investment advisory approach.

We are driven by Trust, Relationship Management and Client First approach to deliver Superior Risk Adjusted Returns to our Clients

We are looking to grow our Team to add individuals with character to learn grow in the long term with us.

About the role and application:

Title: Associate – Fixed Income, Macro and Asset Allocation

Location: Mumbai

The applicant must possess the following:

• Chartered Accountant / CFA / MBA from reputed university
• At least 6-8 years of experience in investment research
• Highly motivated and self-driven as you are expected to work independently
• Excellent written and spoken communication and interpersonal skills
• Ability to build/improvise the asset allocation framework of the firm
• Critically evaluate investment opportunities and portfolio holdings and recommend portfolio actions
• Ability to analyse macros trends, economic indicators, review investment products thoroughly and write product review notes
• Good understanding of market cycles, investment risk management, and valuation methodologies

Skills and Experience required:

• Ability to mentor junior analysts in the team
• Carry out portfolio reviews independently with the clients
• Periodically write blogs/newsletters for the firm
• Experience in advising clients
• Strong business acumen and product knowledge

Key Responsibilities:

• Identifying investible opportunities in Global fixed-income markets in line with the Firm’s Investment Philosophy
• Keeping track of market trends and managing the asset allocation model of the firm
• Leading the efforts to produce blogs, newsletters and podcasts on behalf of the firm
• Writing investment research notes and financial analysis on investee companies/funds/instruments including the watchlist
• Periodic portfolio and performance reporting to clients
• Effective coordination with internal and external stakeholders
• You will be working in a flat reporting structure and therefore expected to have a tremendous amount of self-drive and willingness to take ownership of your work. This will also mean a lot of freedom to handle your responsibilities.

We at Athena are on a journey to build a firm that will make everyone associated extremely proud. If you are excited to be a part of this journey write to us at [e-mail].

We receive many applications, so make sure you get noticed