Title: Associate - Portfolio Strategy and Asset Allocation Role Overview: Seeking a highly motivated and experienced investment professional to lead the development and management of the firm's asset allocation framework, conduct in-depth research, and advise clients on portfolio strategies. The ideal candidate will have a strong background in investment research, macroeconomic analysis, and asset management, with the ability to work independently in a flat, growth-oriented organization that values a long-term mindset. Qualifications & Experience: - Chartered Accountant (CA), CFA charter holder, or MBA from a reputed university. - 3 to 8 years of proven experience in investment research, asset management, or wealth advisory. - Demonstrated ability to analyze 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 in evaluating investment opportunities, conducting portfolio reviews, and recommending portfolio actions. - Well-versed in macroeconomic trends, market cycles, risk management, and valuation methodologies. - Prior experience in 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 analyze macroeconomic indicators, market data, and industry reports. - Proficiency in writing research notes, financial analysis, and industry blogs/newsletters. - Experience with portfolio management tools such as Bloomberg, Capital IQ, and Seeking Alpha. - Self-driven, proactive, and willing to take ownership of responsibilities in a flat organizational culture. - Adaptable, growth-oriented, with a long-term investment outlook. Key Responsibilities: - Develop and refine the firm's asset allocation framework aligned with its investment philosophy. - Identify and evaluate investable opportunities across global markets. - Monitor and analyze macroeconomic trends, market movements, and risk factors influencing portfolios. - Lead the production of research reports, notes, and market commentary for internal and client use. - Regularly review and optimize client portfolios, providing strategic adjustments based on research and market outlook. - Produce engaging blogs, newsletters, and podcasts to share market insights and firm research. - Manage periodic portfolio and performance reporting to clients, ensuring transparency and clarity. - Collaborate with internal teams and external partners to ensure cohesive delivery of investment solutions. - Take ownership of research initiatives, client interactions, and presentation of findings, emphasizing measurable impact and results. Performance Metrics: - Research impact and influence on investment decisions. - Results-oriented performance. - Quality and timeliness of research reports, blogs, and newsletters. - Effectiveness in portfolio optimization and risk management strategies. We at Cubera 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 reshma@athenallp.com. We receive many applications, so make sure you get noticed.

Mumbai

Navi Mumbai

Thane

Athena - Associate - Portfolio Strategy & Asset Allocation 

Job Description for Athena - Associate - Portfolio Strategy & Asset Allocation  in Athena Investment Advisers in  Mumbai Navi Mumbai Thane for (3-8) years of experience. Apply Now!