Fixed Income and Macro Expert

23 hours ago


Mumbai, Maharashtra, India Athena Investment Advisers Full time

About Us:

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Athena Investment Advisers is a financial services firm focused on providing Multi-Family Office, Wealth Management and Financial Advisory services to its clients in India and the UK.

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With a team of experienced professionals, we have carved out a name for providing client-centric and value-accretive advisory services. Our commitment to strengthening our position as a reliable investment advisory partner drives us to follow a disciplined and research-driven investment approach.

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We are driven by Trust, Relationship Management and Client First approach to deliver Superior Risk Adjusted Returns to our Clients.

We are looking to grow our Team to add individuals with character to learn grow in the long term with us.

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About the Role:

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The successful candidate 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 includes keeping track of market trends and managing the asset allocation model of the firm. Additionally, the candidate will 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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Benefits:

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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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Contact Information:

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Please submit your resume and cover letter to apply for this exciting opportunity.


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