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 Role Overview We are seeking a highly motivated and experienced investment professional to support the development and management of the firm's asset allocation framework, conduct in-depth research, and advise clients on portfolio strategies. Beyond research and strategy design, this role has direct ownership of implementation - translating the firm's investment advice into action across client portfolios, and ensuring those portfolios stay aligned with the firm's model portfolios over time. The ideal candidate has a background in investment research, macroeconomic analysis, and asset management, with the ability to work independently in a flat, growth-oriented organisation that values a long-term mindset. Key Responsibilities Asset Allocation & Portfolio Implementation - Assist in developing and refining the firm's asset allocation framework, aligned with its investment philosophy. - Implement the firm's 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 long-term investment outlook. Performance Metrics - Research impact and influence on investment decisions. - Results-oriented 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.

Mumbai

Athena - Analyst - Global Portfolio Strategy & Asset Allocation 

Job Description for Athena - Analyst - Global Portfolio Strategy & Asset Allocation  in Athena Investment Advisers in  Mumbai for (2-5) years of experience. Apply Now!