Analyst - Investment Specialist - Asset Management (2+ Years)

Location: Mumbai
Discipline: Banking & Finance, Investment Banking
Job type: Permanent
Contact name: Ovais Bhat

Contact email:
Job ref: 37257
Published: 3 days ago

Analyst - Investment Specialist - Asset Management (2+ Years)

Looking for an Investment Specialist having 2+ years of experience in financial markets, preferably Fixed Income which includes Portfolio Management and Investment Specialization. The specialist will be responsible for the overall portfolio, strategy design, reporting and communications with the client.


If this sounds exciting, apply with us!

Location: Mumbai


Your future employer: 38th largest company. 5th largest Asset Manager. 3rd largest insurance company, based on assets. Ranked #1 insurance brand globally and among the top 35 best global brands.



Fixed Income comprises of Portfolio Management and Investment Specialist teams which invests into a wide range of Investment products. An Investment Specialist (IS) is responsible for the overall portfolio, strategy design, reporting and communications with the client. IS analyst will be working closely with the IS providing support on the below set of functions.


  1. Preparation of Strategy presentations comprising of Performance & Market value, Analytics and characteristics of the portfolio, Details on Holdings in the portfolio

  2. Prepare of customized Client presentations for IS’s review meetings

  3. Analysis of portfolios including positioning, analytics and performance results

  4. Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers

  5. Assist in preparation of any other communication

  6. Monitoring guidelines and adherence for internal/external managed portfolios

  7. Co-ordinate with Sales, Consultants and RFP teams to cater their requirements




  1. At least 2-3 years of experience in financial markets

  2. Strong quantitative and analytical skills (including data analysis and ability to understand data flows)

  3. Proficient in MS Office (Excel, Word, PowerPoint)

  4. Proactive, positive approach. Able to grasp/learn concepts and procedures quickly

  5. Good Verbal and Written Communication skills

  6. Time management skills & ability to multi-task

  7. Delivery focus and detail-orientation with strong commitment to accuracy

  8. Self-starter and ability to work both independently and as a team player

  9. Understanding of Equities and/or Fixed Income and the asset management business is a plus

  10. CFA/FRM candidature would be an added advantage






What’s in it for you?

  1. A high-performance culture with phenomenal career progression in terms of individual development to career mobility, to lifelong offers for all our employees worldwide.

  2. A stimulating working environment with colleagues from top-tier institutes.

  3. Best organization in terms of the work- life balance with positive learning & growing environment.

  4. We provide time flexibility and build on work time models that give you flexibility in planning and combining your work and leisure time

Reach Us:

If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.


Note: We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.

Keywords- Jobs in Mumbai, Asset Management, Risk Management, Crescendo, Crescendo Global