Head Research-Fundamental Research Analyst

As a Head Research (Fundamental Research Analyst) in Mumbai with 8 to 10 years of experience and qualifications including MBA, CFA, and CA, your role encompasses various major accountabilities: - **Investment Recommendations and Analysis:** - Generate timely and accurate investment recommendations, stocks, sectors, and ideas for substantial customer returns. - Provide expert-level inputs for equities-related strategy, initiatives, goals, and budgets. - **Client Coordination:** - Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. - Address day-to-day client queries and maintain strong relationships. - **Team Leadership and Guidance:** - Lead and guide the equity research analyst team in research and company valuation. - Generate new ideas, meet with company managements, and present to institutional investors. - **Product Development:** - Design and develop tailored product offerings for each segment of the company clientele. - **Financial Modeling and Analysis:** - Develop financial models reflecting companies" performance and valuation for sound investment decisions. - Monitor existing portfolio companies and make timely adjustments based on market conditions. - **Market Analysis and Theme-Based Ideas:** - Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors. - Formulate theme-based trading and investment ideas. - **Strategic Planning:** - Develop short and long-term business strategies, including investment ideas and stock recommendations aligned with business objectives. - Recommend solutions to achieve organizational goals. - **Client Interactions and Networking:** - Handle client interactions, conference calls, corporate meetings, industry visits, and road shows. - Build and maintain a strong industry network. - **Research Reports and Publications:** - Identify investment opportunities in Indian equity markets and publish research reports on individual equities. - Oversee budgets and policies for the Research Department.,