Fixed Income Analyst/Fund Manager - PMS (3-6 yrs)

Job Title: Fixed Income Analyst / Fund Manager - PMS

Location: Mumbai, India

Job type: Full-time

Department: Portfolio Management Services - Fixed Income

Reporting To: Head - PMS

Key Responsibilities:

- Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance.

- Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities.

- Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities.

- Prepare investment notes, memos, and provide investment recommendations.

- Execute purchase and sale transactions for the portfolio.

- Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations.

- Prepare portfolio factsheets, presentations, client reports and performance commentaries.

- Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies.

Candidate Requirements:

- Education: CA / CFA / MBA (Finance) / Post Graduate in Economics / Finance

- Experience: 3-7 years of experience in debt markets, credit research, or fixed income portfolio management

- Preference for candidates with prior exposure in PMS, mutual funds or wealth firms

Skills & Attributes:

- Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments

- Sound knowledge of credit and interest rate risk

- Analytical mindset with financial modeling and valuation skills

- Proficiency in Excel, Bloomberg, and financial databases

- Attention to detail, strong communication, and ability to work under tight timelines