head research analyst ( institutional / Indian Equity Sells Side)

Major Accountabilities:

1.           Investment Recommendations and Analysis:

•             Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.

•             Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.

2.           Client Coordination:

•             Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients.

•             Address day-to-day queries from clients and maintain strong client relationships.

3.           Team Leadership and Guidance

•             Lead and guide the equity research analyst team in conducting research and valuation of

                companies.

•             Generate new ideas, meet with company managements, and present to institutional investors.

4.           Product Development:

•             Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

5.           Financial Modeling and Analysis:

•             Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.

•             Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.

6.           Market Analysis and Theme-Based Ideas:

•             Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.

•             Formulate and generate theme-based trading and investment ideas.

7.           Strategic Planning:

•             Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives.

•             Understand business problems and opportunities, recommend solutions to achieve organizational goals.

8.           Client Interactions and Networking:

•             Handle client interactions, conference calls, corporate meetings, industry visits, and road

shows.

•             Build and maintain a strong network in the industry.

9.             Research Reports and Publications:

•             Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization.

•             Oversee budgets and policies for the Research Department.

Must-Haves:

•             Educational Qualification: MBA from a leading institution, CFA or CA .

•             Industry Background: Institutional Research/Mutual Funds

•             Experience: Minimum 10 years with at least 5+ years leading/supervising teams, Experience in

institutional research is a must.

·        Age criteria- 40 and above.

•             Client Servicing Experience: Proven experience in servicing Institutional Clients

•             Companies Under Coverage: 100+

•             Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit