Job
Description
Job Summary: We are seeking a highly skilled and experienced “AVP – Investment Strategies ”* to join our team at “ Steptrade Share Services Private Limited.*” The ideal candidate will have a strong background in financial markets, a passion for equity research, and the ability to guide investment strategies through deep analysis and informed insights. 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
