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Associate Investment Strategist – Mid-level role at Standard Chartered in Mumbai focusing on equity research and client interaction.
Generate trading calls, produce market commentaries, and drive investment strategy – apply now!
Job Summary
- Generating trading calls for multiple time frames (Intra-day, Intra-week, Positional) with high strike rates and yields.
- Generating market commentaries, preparing pivot table and various periodic reports.
Key Responsibilities
- The incumbent should have relevant experience in equity research and writing investment reports.
- Candidate should have capabilities to interact with UHNW clients and showcase investment ideas.
- Should have good understanding of equity markets, investing and portfolios.
- This role will also require interacting with dealers, equity specialist and equity advisors.
- Attending the morning conference call and providing relevant quantitative information, attending to queries if any.
- Ensure service standards are met and maintained on a consistent basis throughout the year.
- 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.
Brand
• Strengthen SCSI position in the local market that offers good quality investment reports to clients.
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
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
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, elevate, 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
Skills and Experience
• Products and Processes
• Market Knowledge (SIF)
• Regulatory Framework and Requirements (SIF)
• Manage Conduct
• Manage People
• Manage Risk
• MS Excel
• Report Writing & Presentation
• Investment Product Knowledge
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.
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, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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Job Skills
Key Skills
Business Administration
Commercial Knowledge
Relevant Skills
Elearning
Team Management
Performance Improvement
Risk Management
Securities Research
Investment Strategies
Creativity
Performance Management
Self Motivation
Product Design
Capital Markets
Mental Health
Brand Management
Demonstration Skills
Knowledge of Finance
Writing of Reports
Microsoft Excel
Sales
Investment Concepts
Innovation
Regulatory Change
Geography
Interpersonal Skills
Continuous Training
Trading
Financial Stocks
Team Working
Risk Analysis
Regulatory Compliance
Financial Instrument
Small Computer System Interface (SCSI)
Perseverance
Governance
Front End Software Development
Pivot Tables
Problem Solving
Group Policy
Financial Crime Compliance
Assertiveness
Employee Stock Option