Bhavya Jain

About Bhavya Jain

CFA Charterholder | Fixed Income, FX & Rates | Morgan StanleyFocused on global markets, Portfolio construction,Credit, and Macro driven investment strategiesI am a CFA Charter holder and an MBA graduate from IIM Udaipur, currently working in Investment Solutions at Morgan Stanley, with a focus on fixed income research, portfolio analytics, and manager selection.In my current role, I analyze fixed income strategies across government bonds, credit, securitized products, and emerging markets, delivering portfolio insights, performance attribution, and investment outlooks for institutional and client portfolios. I work closely with sales and investment teams to translate macroeconomic developments, yield curve dynamics, and policy shifts into actionable investment narratives.Prior to this, I was part of the Global Markets division at ICICI Bank, where I built experience across both fixed income dealing and FX & interest rate derivatives. I executed offshore bond transactions (IG & HY), tracked primary issuances, & developed investment ideas for clients with global sales teams across Singapore, London, and the Middle East. Additionally, I advised corporates on managing currency and interest rate risk using structured solutions such as options and currency swaps. My experience spans the full spectrum of fixed income, FX and Derivatives from markets and execution to Manager research and portfolio construction supported by hands-on expertise in Bloomberg, Reuters, Morningstar, Factset During my MBA, I was selected for the Student Exchange Program at EM Normandie Business School, and also won national competitions in stock valuation (IIM Indore) and M&A valuation (IIFT). I was an active member of Finomina, the Finance Club at IIM Udaipur, contributing to major finance events for B-schools across IndiaBefore my MBA, I graduated from Delhi College of Engineering (DCE) as an Electronics and Communication Engineer an Assistant Manager and worked at Bharti Airtel, leading nationwide benchmarking initiatives, which helped build a strong foundation in analytics, problem-solving, and team leadership.I am particularly interested in the intersection of Global markets, Macroeconomics, Portfolio construction and Asset allocation and continue to deepen my understanding of global fixed income markets and investment strategies.

Experience

1. Investment Associate

   Morgan Stanley

   Apr 2025 — Present · Mumbai, IN

   Analyzed fixed income portfolio managers across separately managed accounts (SMAs), mutual funds, and ETFs, with emphasis on investment process, portfolio construction, duration positioning, credit quality, and risk management practices.•Performed historical performance analysis and return attribution, evaluating consistency of alpha generation across interest rate cycles, credit environments, and benchmark comparisons.•Monitored fixed income market trends, yield curve movements, monetary policy shifts, and macroeconomic developments, assessing their impact on fund strategies, manager positioning, and client portfolios.•Prepared comprehensive investment reports and portfolio commentaries on fund managers across government bonds, corporate credit, securitized products, and emerging market debt to support internal decision-making and client communications.

Education

• EM Normandie Business School

  Master of Business Administration - MBA, Business Administration and Management, General

  2019 — 2019

• Indian Institute of Management Udaipur

  Master of Business Administration - MBA

  2018 — 2020

• S.M Arya Public School

  High School, Science

  2010 — 2012

• Delhi College of Engineering

  Engineer’s Degree, Electrical, Electronics and Communications Engineering

  2012 — 2016

• K.V Hasimara,West Bengal

  High School, Science

  2008 — 2010