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.