Strategic Investment Leader

2 weeks ago


Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000

Job Title: Investment Strategist

Location: Jogeshwari West, Mumbai

We are seeking a highly skilled Investment Strategist to join our team. As an Investment Strategist, you will be responsible for analyzing financial reports, developing investment thesis, and performing market and portfolio analysis to support equity investment decisions.

Responsibilities:

  • Drill deep into company and sector dynamics, making detailed financial models and constantly monitoring the list of assigned companies.
  • Examine a company's financial reports, including balance sheets and cash flow statements.
  • Analyze financial statements and develop investment thesis when required.
  • Perform market and portfolio analysis to support the Equity investment decisions.
  • Provide continuous coverage on allocated industry sector and individual stocks; monitor earning results, corporate actions analysis.
  • Macro event analysis and their potential effects on stock moves and directions.
  • Liaise with investment Backoffice teams to ensure timely trade processing.
  • Study and analyze the condition of the market and conducting detailed research on the financial, social, and economic data and information.
  • Portfolio maintenance including updating and monitoring of the portfolio.
  • Evaluate startups companies and prepare a detailed report to highlight the opportunities and risks; to justify investment thesis.
  • Stay up-to-date on industry developments and changes in the regulatory environment.

Required Skills:

  • CA / Full-time MBA Finance with minimum 8 - 12 years of experience.
  • Working experience of SAP.
  • Proficient in MS Office (Excel, PowerPoint, Word, etc.).
  • Strong communication skills – able to convey effectively.
  • Strong interpersonal skills – ability to interact with a view to getting the job done across both external and internal stakeholders.
  • Listening skills – the role involves a lot of coordination across external & internal stakeholders & therefore listening to different viewpoints including its interpretation without which concluding or getting results will be difficult.


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