Responsible for delivering high-quality equity research including earnings notes, company and sector reports, and market updates. The role includes industry interaction, management meetings, stock/sector screening per research plan, PR/article inputs, portfolio EAS reviews, dashboard creation, team mentoring, and maintaining relationships with financial advisors.

Key Responsibilities:

Produce earnings notes, company reports, and sector reports as per the research plan.
Conduct industry interactions and management meetings; network with sell-side/buy-side analysts.
Perform stock and sector screening and provide recommendations aligned to the research calendar.
Contribute inputs for PR initiatives and write article inputs when required.
Prepare daily market updates and morning briefs.
Perform EAS (External Advisory/Allocation) reviews for portfolios.
Build and maintain research dashboards and performance trackers.
Mentor and lead the research team; oversee people management and knowledge sharing.
Maintain and nurture relationships with financial advisors and other stakeholders.

Qualification Requirements:

MBA (Finance) or CFA, or 8+ years of experience in equity research.

Personal Attributes:

Strong analytical mindset with a genuine passion for research.
Ability to correlate macro and micro activities to business outcomes and market indices (e.g., GDP, BoP ? Sensex/Nifty movements).
Excellent communication, presentation, and reporting skills.
Sound knowledge of business and industry research methodologies.

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Head - Equity Research - BFSI