Job Description: AVP, Portfolio Specialist, AFE

Role Summary

We are seeking a seasoned and initiative-taking AVP, Portfolio Specialist, to join our Active Fundamental Equity team in Bangalore. This role has evolved into a center of excellence, providing critical support for our global business. The ideal candidate will have deeper expertise in active equity strategies and a proven ability to lead strategic projects, support business growth, and provide sophisticated, customized analytics to clients.

You will be responsible for a wide range of tasks, including acting as a subject matter expert for Growth and Value equity portfolios, driving automation initiatives, supporting business development in APAC region, and leading content strategy. This position offers a unique opportunity to shape the success and efficiency of our global equity platform

Key Responsibilities

• Serve as a primary subject matter expert on our Active Fundamental Equity strategies, providing deep insights on portfolio positioning, performance and market outlook
• Develop and deliver bespoke, high-quality analytical insights for growth and value equity portfolios to support new and existing institutional clients across various regions
• Play a key role in supporting new business pitches and expanding the client base in the fast-growing APAC region
• Provide senior level specialist support for the commercialization efforts of smallcase model portfolios in the Indian market
• Lead automation projects in partnership with the IT team to streamline the creation of key content slides for both standard and custom equity strategies
• Spearhead the streamlining and organization of all content for Active Fundamental Equity strategies, creating a centralized and easily accessible communication and repository for key stakeholders
• Collaborate closely with portfolio managers, distribution teams, and other internal stakeholders to ensure consistent and compelling product messaging

Candidate Qualifications

Experience

• Relevant investment experience, preferably in a portfolio specialist, product management, or similar role
• Extensive knowledge of and intellectual curiosity in Active Fundamental Equity strategies (both Growth and Value)
• Experience supporting institutional and client relationships and new business pitches
• A Master’s degree or CFA designation is preferred

Technical & Fundamental Skills:

• Excellent quantitative and analytical skills with the ability to interpret and present complex investment data
• Highly motivated, strategic thinker with the ability to lead projects from conception to completion
• Experience working with technology or IT teams on automation or process improvement projects is a plus
• Exceptional written and verbal communication skills, with an ability to create high-quality client-facing materials
• Strong organizational skills and the ability to manage a central repository of content effectively.