Athena - Analyst - Portfolio Strategy & Asset Allocation

2 weeks ago

Navi Mumbai, Maharashtra, India Athena Investment Advisers Full time

Title: Analyst - Portfolio Strategy and Asset Allocation

Role Overview:

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. The ideal candidate will have 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.

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 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 analyse 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 organisational culture.

- Adaptable, growth-oriented, with a long-term investment outlook.

Key Responsibilities:

- Assist in developing and refine the firm's asset allocation framework aligned with its investment philosophy.

- Play an important role in identifying and evaluating investable opportunities across global markets.

- Assist in monitoring and analysing macroeconomic trends, market movements, and risk factors influencing portfolios.

- Support the production of research reports, notes, and market commentary for internal and client use.

- Carry out research to produce engaging blogs, newsletters, and podcasts to share market insights and firm research.

- Lead 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.

- Assist in research initiatives, client interactions, and presentation

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.

(ref:iimjobs.com)

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