Portfolio Strategy Specialist

About the role

We’re hiring a Mutual Fund Advisor who can carry that fiduciary standard in how they think, recommend, and document. You’ll spend most of your time on research, portfolio construction, monitoring, and client documentation. You’ll also engage directly with retail clients on an as-needed basis onboarding conversations, review meetings, query resolution, and supporting senior advisers during planning discussions. This is a role for someone who treats every recommendation as something they would have to defend on paper a year later, and who takes ownership without being chased.

Key responsibilities

• Build and review mutual fund portfolios (direct plans) across equity, debt, and hybrid categories aligned to each client’s goals, risk tolerance, time horizon, and tax situation.
• Analyse scheme performance, fund manager track records, portfolio composition, expense ratios, a...

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