Portfolio Manager Specialist

17 hours ago


Ahmedabad, Gujarat, India STEPHEAD ADVISORS PRIVATE LIMITED Full time
Company Overview:
We are StepHead Advisors Private Limited, a leading provider of investment solutions. Our company is committed to delivering exceptional results for our clients through our expertise in equity research and asset management.

Salary:
The estimated salary for this position is ₹1,200,000 per annum, based on industry standards and the level of experience required.

Job Description:
This role involves conducting in-depth equity research, analyzing potential investment opportunities, and market trends for our AIF Category 3 portfolios. The ideal candidate will have a strong background in equity research and asset management, with at least 5 years of experience after completing a master's or relevant professional degree. Additional experience in fund management or wealth management is preferred.

Key Responsibilities:
- Conduct fundamental and technical analysis of securities to support informed investment decisions.
- Prepare detailed financial models, research reports, and valuation analyses.
- Work closely with the fund management team to develop and implement investment strategies.
- Monitor portfolio performance and provide regular updates, including identifying risks and recommending changes.
- Engage in periodic meetings and reviews to communicate research findings and recommendations to internal stakeholders.

Required Skills and Qualifications:
- Master's degree or professional qualification (e.g., CA, CFA, CAIA) with a minimum of 5 years of relevant post-qualification experience.
- Experience in equity research, fund management, or wealth management.
- Strong analytical skills with proficiency in financial modelling, valuation techniques, and market analysis.
- Excellent communication skills and the ability to articulate investment recommendations effectively.

Benefits:
We offer a competitive compensation package, opportunities for professional growth, and a dynamic work environment.

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