Job Summary
The Equity Head will be responsible for overseeing the equity trading, investment strategies,and portfolio management for the organization. The role involves leading the research team,making high-level investment decisions, managing client portfolios, and ensuring compliancewith regulatory guidelines.
Key Responsibilities
Strategic Leadership
- Develop and implement the overall equity investment strategy.
- Identify market trends, new investment opportunities, and risk management strategies.
- Ensure alignment with the organization's financial goals and objectives.
Portfolio & Investment Management
- Oversee equity trading and portfolio management for clients and the firm.
- Develop customized investment solutions based on market research and analysis.
- Ensure optimal asset allocation and risk-adjusted returns.
Research & Analysis
- Lead a team of analysts to conduct fundamental and technical research.
- Keep up to date with market trends, economic reports, and financial news.
- Provide investment recommendations based on in-depth market analysis.
Client & Stakeholder Management
- Work closely with HNIs, institutional clients, and key stakeholders to manage
investments.
- Provide advisory services, performance updates, and investment insights.
- Ensure high levels of client satisfaction and relationship management.
Regulatory & Compliance
- Ensure compliance with SEBI and other regulatory authorities.
- Stay updated on market regulations, exchange rules, and company policies.
- Implement risk management and governance best practices.
Team Leadership & Development
- Build and mentor a high-performing equity research and trading team.
- Conduct training sessions to enhance team knowledge and market expertise.
- Encourage innovation and a data-driven investment approach.
Key Requirements
- Education: MBA (Finance) / CFA / CA or equivalent qualification.
- Experience: 8-15 years of experience in equity markets, broking, or investment
management.
- Skills:
- Strong knowledge of equity markets, investment strategies, and financial
modelling.
- Expertise in portfolio management, risk analysis, and asset allocation.
- Strong leadership, decision-making, and client relationship skills.
- Proficiency in Bloomberg, Reuters, and other market research tools.
