Head of Equity Research

Research Head (Buy Side)

Location:

Business: - Asset Management

About the Company

Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management

About the Role

We are looking for an experienced professional to lead our buy-side research function for the Asset Management business at Systematix Group. The role involves building and managing a high-performing research team, driving investment strategies, and supporting portfolio managers with actionable insights.

Key Responsibilities

• Lead fundamental equity research across 3-4 key sectors (e.g., Banking & Financial Services, IT, FMCG, Consumer Discretionary, Industrials, and Healthcare).
• Build and refine sectoral models, including earnings forecasts, cash flow modelling, and valuation frameworks (DCF, relative multiples, scenario analysis).
• Track macro and microeconomic indicators relevant to covered sectors, including policy, regulatory, and industry-specific trends.
• Provide well-reasoned stock recommendations with clear risk-reward assessments for inclusion in buy-side portfolios.
• Collaborate with portfolio managers to align research with investment themes, analysing risk, and portfolio construction objectives.
• Supervise and mentor Associates, Analysts, ensuring timely delivery of high-quality research reports, investment theses, and sector updates.
• Participate in corporate management calls, analyst meets, and industry events to gather insights and validate investment assumptions.
• Partner with business leadership on new product ideas, thematic research pieces, and client presentations..
• Engage with senior management to support product development and business growth initiatives.
• Monitor macroeconomic, regulatory and market trends to identify new opportunities and risks.
• Represent the research function in client interactions, investor presentations, and business forums.

Candidate Requirements

• Postgraduate/CA/CFA/MBA in Finance, Economics, or related discipline.
• 8–12 years of experience in buy-side equity research, portfolio strategy, or asset management.
• Proven expertise in fundamental analysis, valuation, and investment thesis building.
• Strong understanding of the asset management landscape, distribution channels, and client needs.
• Leadership skills with the ability to mentor analysts and collaborate across business units.
• Excellent communication, presentation, and stakeholder management skills.