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).
