Research Head - Institutional

Position:

Location:

Position Overview:

The Institutional Research Head will lead the research team, providing high-quality investment insights, sector analysis, and stock recommendations to institutional clients. This role demands strong leadership, analytical, and communication skills to enhance the firms research capabilities, market reputation, and institutional ratings.

Key Responsibilities

1. Research Leadership & Strategy

• Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs.
  
• Oversee sector coverage by the research team, ensuring timely and actionable insights.
  
• Maintain high-quality research output, ensuring accuracy and compliance with industry standards.
  

2. Equity Research & Analysis

• Conduct in-depth fundamental and macroeconomic research to generate investment ideas.
  
• Review and refine financial models, valuation methodologies, and industry trends.
  
• Monitor corporate earnings, policy changes, and global market movements impacting investments.
  

3. Client Engagement & Presentations

• Present research findings to institutional clients, including fund managers, hedge funds, and FIIs.
  
• Build and maintain strong relationships with key institutional clients, understanding their research needs.
  
• Represent the firm at industry conferences, investor meets, and corporate events.
  

4. Team Management & Development

• Lead, mentor, and develop a team of equity research analysts across multiple sectors.
  
• Conduct training, workshops, and knowledge-sharing sessions for skill enhancement.
  
• Foster a high-performance culture within the research team.
  

5. Collaboration with Sales & Trading

• Align research insights with Institutional Sales and Trading teams to support client requirements.
  
• Provide market insights, stock calls, and thematic reports to aid sales efforts.
  
• Contribute to idea generation for proprietary trading and institutional sales.
  

Key Requirements

• Education:

  NISM Certification, MBA (Finance) / CFA / CA or equivalent.

• Experience:

  5+ years in equity research, including 3–5 years in a leadership role.

• Expertise:

  Strong financial modeling, valuation techniques, and sector knowledge.

• Skills:

• Excellent analytical, communication, and presentation abilities.
  
• Leadership and team management capabilities.
  
• Ability to build client relationships and influence decision-making.
  
• Institutional interaction with buy-side analysts/fund managers.
  

Preferred Candidates:

• Prior experience in sell-side or buy-side research covering key sectors.
  
• Proven track record of leading research teams and enhancing institutional business.