Investment Strategist

Job ID: 34798

Location: Mumbai, IN

Area of interest: Retail Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 18 Jul 2025

**Job Summary**
- The incumbent should have relevant experience in equity research and writing investment reports.
- Should have good understanding of equity markets, investing and portfolios.
- This role will also require interacting with dealers, equity specialist and equity advisors.

**Brand**
- Strengthen SCSI position in the local market that offers good quality investment reports to clients.

**RESPONSIBILITIES**
- In addition, the person should be able to identify, write a report and explain investment ideas to frontend dealers and clients.
- Support portfolio manager and CIO to manage assets.

**Strategy**
- Manage strategic intent of the organization in terms of Investment strategy function
- To set performance management standards and provide the basis for performance challenge to accountable team.

**Internal**
- SCSI
- Wealth

**Key Responsibilities**

**Processes**
- Good understanding of equity research and ability to understand businesses and valuations.
- Ensure the right approach to stock identification and generating investment ideas.
- Good interpersonal skills with demonstrated abilities in networking with cross-functional team
- Problem solving supported by both in and out of the box thinking

**People & Talent**
- Capable of work in a team in coordination with senior members of the Investment Strategy team.
- Identifying and suggest issues/opportunities for performance improvement across the team
- Driving an environment of collaboration, both within the team and across various departments.
- Adherence to the Group's values and culture

**Risk Management**
- To ensure compliance with Group Policies and Standards, local laws and regulations as well as all controls and procedures laid down by the entity

**Governance**
- Have strong knowledge of local regulations and initiatives of local industry bodies to ensure the business is ahead of the regulatory change
- Proactively engage business & functional partners / stakeholders to drive the origination product offering and sales discipline

**Skills and Experience**

**Regulatory & Business Conduct**
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead the INDIA - CPBB - WM - SCSI - Products to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

**Key stakeholders**
- MD & CEO - SCSI
- Chief Investment Officer - SCSI
- Head - Business
- Head - CFCC
- Head - Legal
- Head - Risk
- Head - Ops
- Head - IT
- Head of Strategy - SCSI

**Qualifications**
- Post Graduate/MBA
- 2-6 years’ experience in equity research
- Strong grasp on understanding valuations
- Good knowledge of financial products with responsibilities for revenue, product development, process, systems and risk management.

**SKILLS AND COMPETENCIES**
- Products and Processes
- Market Knowledge (SIF)
- Regulatory Framework and Requirements (SIF)
- Manage Conduct
- Manage People
- Manage Risk

**About Standard Chartered**
- We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.- Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.- Together we:
- **Do the right thing** and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- **Never settle,** continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- **Are better together,** we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

**What we offer**

**In line with our Fair Pay Charter,** we offer a competitive salary and benefits to support your mental, physical