Asset Allocation Specialist

5 days ago


Mumbai, Maharashtra, India Athena Investment Advisers Full time

About Athena Investment Advisers:

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We are a pioneering financial services firm providing comprehensive investment advisory services to our clients in India and the UK.

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Our core values drive us to strive for excellence in everything we do. We believe in building long-term relationships with our clients based on trust, integrity, and reliability.

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We are passionate about delivering Superior Risk Adjusted Returns to our Clients and creating a collaborative work environment that fosters growth and innovation.

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About the Role:

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The Asset Allocation Specialist will be responsible for Identifying investible opportunities in Global fixed-income markets in line with the Firm's Investment Philosophy.

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This role requires keeping track of market trends and managing the asset allocation model of the firm. The candidate will also lead efforts to produce blogs, newsletters and podcasts on behalf of the firm.

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Salary: ₹ 35-45 lakhs per annum

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Key Responsibilities:

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  • Identifying investible opportunities in Global fixed-income markets in line with the Firm's Investment Philosophy">
  • Keeping track of market trends and managing the asset allocation model of the firm">
  • Leading efforts to produce blogs, newsletters and podcasts on behalf of the firm">
  • Writing investment research notes and financial analysis on investee companies/funds/instruments including the watchlist">
  • Periodic portfolio and performance reporting to clients">
  • Effective coordination with internal and external stakeholders">
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Requirements:

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  • Chartered Accountant / CFA / MBA from reputed university">
  • At least 6-8 years of experience in investment research">
  • Highly motivated and self-driven as you are expected to work independently">
  • Excellent written and spoken communication and interpersonal skills">
  • Ability to build/improvise the asset allocation framework of the firm">
  • Critically evaluate investment opportunities and portfolio holdings and recommend portfolio actions">
  • Ability to analyse macros trends, economic indicators, review investment products thoroughly and write product review notes">
  • Good understanding of market cycles, investment risk management, and valuation methodologies">
  • Ability to mentor junior analysts in the team">
  • Carry out portfolio reviews independently with the clients">
  • Periodically write blogs/newsletters for the firm">
  • Experience in advising clients">
  • Strong business acumen and product knowledge">
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Work Environment:

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  • Potential for career growth within the company">
  • Opportunity to work with a leading investment advisory firm">
  • Competitive salary package">
  • Professional development and training opportunities">
  • Balanced work-life culture">
  • Collaborative and dynamic work environment">
  • Friendly and supportive team members">
  • Team outings and social events">
  • Health insurance and other benefits">
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About Us:

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Athena Investment Advisers is a forward-thinking financial services firm providing innovative investment advisory solutions to its clients.



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