Avp - Investment Stategies

5 days ago

Ahmedabad Gujarat, India Steptrade Share Services Private Limited Full time

**Job Summary**:
**Key Responsibilities**:

- Drive **investment strategy formulation** through in-depth research and analysis of equities, sectors, and macroeconomic trends.
- Lead the development of **financial models**, perform complex **valuation analysis**, and identify high-potential investment opportunities.
- Monitor global and domestic **market developments**, **economic indicators**, and **corporate actions** to assess potential portfolio impacts.
- Produce high-quality **investment reports**, stock recommendations, and **strategic outlooks** tailored to client needs and internal use.
- Collaborate directly with **HNIs, institutional investors**, and internal stakeholders to support and guide **portfolio construction** and optimization.
- Implement and oversee **risk assessment frameworks**, ensuring recommendations are aligned with client risk profiles and regulatory standards.
- Present investment theses and strategic insights to **senior management and clients** with clarity, confidence, and actionable direction.
- Stay updated with the latest **SEBI regulations**, compliance standards, and industry best practices.

**Requirements**:

- Minimum **5 years of experience** in equity research, investment advisory, or portfolio analysis.
- Strong analytical and quantitative skills with expertise in financial modelling and valuation tools.
- Excellent communication and presentation skills.
- Hands-on experience with Bloomberg, Reuters, MS Excel (advanced level), and other financial tools.
- Ability to work in a fast-paced, client-driven environment with high attention to detail.
- Self-motivated, proactive, and able to work independently or in a team.

Relevant professional qualifications: Master’s in Finance/Economics, CA, or CFA (preferred).

**Job Types**: Full-time, Permanent

Pay: ₹975,137.85 - ₹2,337,051.00 per year

Schedule:

- Day shift

Work Location: In person

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