Senior Investment Strategy Executive

7 days ago

Anand, Gujarat, India beBeeDirector Full time ₹ 2,21,00,000 - ₹ 3,01,00,000
Investment Research Director

About AGR Knowledge Services Pvt. Ltd, a research and consulting company providing outsourced research solutions to global clients.

We leverage three decades of strategic consulting expertise from our parent company to derive unique global research capabilities.

Key Responsibilities:
  1. Manage the investment research practice with profit and loss responsibility.
  2. Identify growth opportunities through new products or market entry.
  3. Provide leadership support to delivery teams, achieving quality and operational excellence.
  4. Assist business development teams in winning new clients.
  5. Establish employee engagement and training best practices.
  6. Support marketing initiatives, write thought leadership papers, and represent the company on media platforms.
  7. Foster strong client relationships.
  8. Lead team-building efforts and related activities.
Required Skills and Qualifications:
  1. Team-oriented with excellent communication skills.
  2. Capable multitasker with analytical orientation.
  3. Client management with a strong customer focus.
  4. High achiever, driven, motivated to deliver results.
  5. Excellent sales and business development skills.
Preferred Candidate:
  1. 15+ years of experience, with at least 7+ years of team management experience in investment research.
  2. Experience in KPO industry handling Private Equity/Investment Banking/Asset Management/Brokerage clients.
  3. Relevant background in research within BFSI is also considered.
  4. Strong knowledge of finance, macro drivers, valuation methodologies, and investor pitch documents.
  5. Ability to provide strategic insights and financial analysis to buy-side and sell-side clients.
  6. Manage equity research processes, including global stock coverage, financial modeling, and valuation assessments.
  7. Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
  8. Essential to have exposure to business development activities like identifying solutions, preparing pitch decks, and participating in business meetings.
  9. Ideal experience across multiple research domains including equity, credit markets, investment banking, business strategies, and market assessment.

Aims to achieve business objectives by leveraging passion, expertise, and innovative approaches.

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