Portfolio Analyst - Fixed Income - Investment Banking

Department / Channel & Centre of Operation - Department of Funds Management - Fixed Income

Position reporting to Direct Head - Fixed Income

Job Purpose : 

- Provide analysis and expertise on investment strategies.

- Assist with analyzing investment portfolios.

- Resolve and implement solution to complex problems.

- Review daily reports and research any discrepancies.

Key Responsibility Areas:
 
- Detailed analysis of companies on operational, management and financial parameters.

- Performing sensitivity tests for stress scenarios and preparing a credit investment report.

- Analysis of Single Loan CLOs, ABS and MBS Pools - studying the relevant parameters.

- Attending management meet and rating agencies seminars and preparation of visit report.

- Monitoring / surveillance of Corporate Performance and ratings with industry and peer analysis.

- Tracking the companies on a regular basis and keeping the Fund Management team informed. Monitoring / Surveillance for all MBS, ABS pools and CLO's.

- Reading the market information and behavior closely to analyze better.

- Adhering to secrecy and ethic code, compliance parameters.

- Track the macro economic scenario and market factors such as liquidity valuation as input for formulating investment strategies

- Thorough and in-depth research and developing research ideas.

- Generate new ideas / themes as input for the Fixed Income Investment Team.

- Develop and write research reports and publications to be presented to management or shareholders.

- Convene and maintain minutes of Fixed Income Investment Committee Meeting for discussing risk reports, sector view etc.

- Co-ordinate with the product team to convey the views of Fixed Income Investment team on sectors and debt market.

- Ensure compliance of all SEBI requirements.

- Analyze and synthesize research finding to develop valuable insights and strategic recommendations for the clients.

- Regular interaction with the Sales Team, Fund Managers and other Analysts.

- Initiate coverage, result updates, company sector developments, management meeting notes etc.

- Analyze quantitative and qualitative aspects and provide ultimate support to Fund Manager to make informed decisions.

Qualification &Experience : 

Qualification : 

- MBA (Finance) / CA / CFA

Experience ; 

- Relevant experience of 5 years and above.

Key Relationship :

Internal External : 

- Head of Fixed Income - Keep him abreast with the rating actions for companies under coverage or prospective coverage.

- Fund Managers - Discuss frequently about the likely credit scenario. Make regular presentation about the credit review for the existing portfolio. Rating Agencies 

- Make regular inquiry of the companies and sectors under rating watch or under negative outlook.

Inquire about the pool performance of PTC's under our coverage

- Companies/ Management - Have frequent interaction with companies in which we have exposure or might have an exposure.

- Analyst from other fund houses - Get different perspectives from various fund houses over the market conditions.