Fixed Income Analyst

Role Summary

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  Analyse and evaluate debt mutual funds and fixed-income investment opportunities.

  
  


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  Research mutual fund performance, returns, risk, and portfolio quality.

  
  


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  Identify suitable investment opportunities based on risk, liquidity, and return expectations.

  
  


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  Support investment recommendations for treasury and wealth management products.

  
  


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  Work closely with Product, Business, and Treasury teams to provide investment insights.

  
  

Key Responsibilities

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  Research and analyse different categories of debt mutual funds.

  
  


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  Evaluate mutual funds based on returns, risk, credit quality, liquidity, and portfolio performance.

  
  


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  Compare and shortlist suitable debt mutual funds based on investment objectives.

  
  


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  Monitor interest rate movements, market trends, and economic developments.

  
  


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  Conduct regular fund performance tracking and portfolio analysis.

  
  


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  Prepare investment research reports, fund comparisons, and market updates.

  
  


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  Identify suitable investment opportunities for corporate treasury requirements.

  
  


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  Provide recommendations to optimise investment portfolios.

  
  

Requirements

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  Bachelor's or Master's degree in Finance, Commerce, Economics, or a related field.

  
  


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  2–5 years of experience in Fixed Income Research, Debt Mutual Funds, Investment Research, Treasury, or Portfolio Management.

  
  


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  Strong understanding of debt mutual funds and fixed-income investment products.

  
  


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  Knowledge of mutual fund performance analysis, risk assessment, and portfolio evaluation.

  
  


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  Understanding of financial markets, interest rates, and economic trends.

  
  


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  Proficiency in MS Excel and financial analysis.

  
  


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  Strong analytical, research, and problem-solving skills.

  
  


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  Good communication and presentation skills.

  
  

Preferred Qualifications

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  Experience working with AMCs, wealth management firms, banks, or fintech companies.

  
  


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  NISM certifications related to mutual funds or investments.

  
  


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  CFA Level 1/2 or completed CFA is an added advantage.

  
  


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  Experience in corporate treasury or surplus fund management is preferred.