Assistant Vice President - Fixed Income Specialist

Description:

Reports to Head of Fixed Income and Real Estate Solutions

Business - Wealth Management Non Banking Platform (Team of ex MNC Private bankers who have worked across the world with global advisory experience)

Location - Mumbai, Lower Parel

- Strong understanding of fixed income markets, yield curve dynamics, credit ratings, and risk assessment
- Exposure to regulatory aspects like SEBI/PMS/AMFI norms

- Experience in wealth management, asset management, or treasury roles

- Strong quantitative and analytical skills

- Excellent written and verbal communication for client interaction and research dissemination

Key Role Requirements

Education - Graduate/Postgraduate in Finance, Economics, or related discipline preferred

Experience - 5-7 years of relevant experience in fixed income research, credit analysis and counter-party negotiations

The role is responsible for delivering in-depth fixed income research, identifying investment opportunities across debt instruments, and supporting relationship managers and clients with tailored fixed income strategies.

- Conduct detailed research and analysis across fixed income instruments including government securities, corporate bonds, structured products, and money market instruments

- Track interest rate movements, macroeconomic indicators, credit spreads, and monetary policy developments.

- Support Relationship Managers, Portfolio Managers, and clients with fixed income insights, product presentations, and advisory input.

- Prepare market commentaries, strategy notes, and product updates for internal and external stakeholders

- Recommend investment ideas and portfolio strategies aligned with client risk profiles and market views.

- Liaise with research providers, dealers, and issuers to stay current on offerings and market developments

- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.

- Contribute to systemization and platform strengthening to achieve scale and sustainability

- Manage financial, regulatory and reputational risk for the firm and its clients prudently.

- Manage stakeholders effectively to ensure successful outcomes.

- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.