Research Analyst

Job Description

Job description Designation: Head of Research Experience: 8-10Years Location : Mumbai Goregaon Tentative Job Description: 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 • Experience: Minimum 8 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must. • Client Servicing Experience: Proven experience in servicing Instituional Clients • Companies Under Coverage: 100+ • Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit