Systematix Group

Hello, we at Systematix Group, an institutional equity broking house based out in BKC, Mumbai are giving out an internship opportunity to freshers with a graduate degree in BBA/BMS or CA for 3 months (Jun’25 – Aug’25) in our equity research desk. They will be paid some stipend also. Interested candidates kindly share your CV to hrd@systematixgroup.in. Please note, write the email with subject line as “Research Desk Internship ”. Thank you. Show more Show less

Qualification : Graduate / Post Graduate Job Profile : Manager /Sr Manager Risk Management and Surveillance with 7-10 years experience Educational Qualifications: Graduate / Post Graduate with relevant experience in Risk Management from Broking Companies. Offer CTC :- 9Lac to 10Lac Desired Candidate Profile: Practical knowledge of capital markets. Knowledge about overall industry & future potential & trends. Understanding of various products & market segments. In depth understanding of the role of risk as a function in capital markets. Job Description :- Responsible for handling of team of Broking Risk Management at Corporate Office. Develop policy framework, processes & systems for effective risk management of the retail equity broking business. Development of score cards, metrics & dashboards to understand portfolio behaviour. Responsible for Scrip Profiling, Client Profiling, Periodic Flushing. Monitoring and optimizing Margin utilization. Responsible for tracking, monitoring & analyzing portfolio. Regular reporting of MIS to senior management like aging reports, debit reports and NLV reports. Supervising and mentoring the risk team to ensure efficient implementation of processes. Liaising with the software vendor for changes / enhancements in the risk management system. Liaising with the business for understanding the business requirements & recommending changes in policies and processes to support the business. Resolving all audit related queries for the department. Specialized job competencies: Ensuring all compliance requirements from the risk perspective like shortfall of margin, Peak and upfront margin , other submission etc, are reported to the exchange. Ensuring the compliance requirements from risk perspective. Scrip Profiling, Client Profiling, Margin Monitoring & Flushing.

Qualification : CS / LLB Job Profile : JD Manager Compliance: CS/LLB 7-10+ years of experience in stock broking operations only. Excellent organizational skills, including time management, record keeping, self- scheduling, and follow-up. Expertise to draft clear and professional correspondence and other documents of a legal, compliance and business nature. Flexible and ability to prioritize tasks and manage multiple tasks within compressed timelines. Job Description: Responsible for regulatory compliance in a stock broking business and regulatory audit- assisting in Concurrent and Internal Audits and Inspection by SEBI/CDSL/BSE etc. Manage all operational processes as per regulatory framework to ensure exchange compliance. Facilitate preparation & timely submission of various forms, reports, and other documents to Exchanges/Depositories. Ensuring timely operational reporting related to Exchanges and SEBI like daily margin reporting of clients, enhanced risk-based supervision, daily monitoring of client collaterals, daily margin statements, other periodic submissions, etc. Assisting in ensuring exchange / DP-related compliances applicable to the Company under SEBI Act, SCRA, Rules, Regulations & Bye-laws of Exchange and Circulars issued by SEBI/CDSL/BSE from time to time. Assisting in handling Investor Grievances as per regulatory guidelines. Reviewing & updating company forms and internal documents in line with applicable stock broking / DP guidelines. Liaising with Exchanges, Depositories for routine matters Ensure process-oriented, TAT-driven process as per defined SOP. Mentor and monitor team to ensure high level of accuracy and timely execution. Handling regulatory audits of SEBI, Exchanges, etc. Any other compliance matters as assigned from time to time. Offer CTC: - 8Lac to 10Lac

Position: AVP/ VP Sales & Marketing – PMS & AIF Location: BKC, Mumbai Experience: 15+ years in PMS, AIF, or wealth product sales Role Summary We are looking for dynamic and results-driven AVP/ VP sales to lead PMS & AIF products across HNIs, UHNIs, and family offices, with a strong focus on direct client acquisition The ideal candidate will be responsible for driving capital raising, building strategic relationships, and accelerating AUM growth. Key Responsibilities Lead direct sales acquisition and capital raising for PMS & AIF (Category I/II/III) Build and manage trusted relationships with HNIs, UHNIs, family offices, and wealth channels

The ideal candidate will be responsible for turning data into actionable insights by recognizing trends and anomalies in multivariate datasets. In order to use these insights for business improvement, this candidate should feel comfortable using their analysis to tell a story. Position : Research Analyst Location : BKC, Mumbai Department : Equity Research / Investment Research Reporting To : Head of Research / Fund Manager About the Role We are seeking a highly skilled Sector-Agnostic Research Analyst to cover the Indian equity markets . The role involves generating actionable investment ideas, conducting in-depth company and sector analysis, and supporting portfolio managers with research across industries. Key Responsibilities Conduct fundamental research on companies across diverse sectors in the Indian market. Build and maintain detailed financial models for valuation and forecasting. Track macroeconomic trends, sectoral developments, and policy changes affecting the Indian economy. Prepare research reports, investment notes, and presentations with actionable insights. Provide buy/sell/hold recommendations and regularly update on existing coverage. Monitor corporate actions, quarterly earnings, and management commentary . Collaborate with fund managers and investment teams to support portfolio construction. Maintain strong relationships with industry experts, company management, and sell-side analysts for market intelligence. Qualifications & Skills MBA (Finance), CFA, CA, or Master’s in Finance/Economics. 2–6 years of experience in equity research, investment research, or financial analysis . Strong understanding of Indian capital markets, SEBI regulations, and listed companies . Proficiency in financial modeling, valuation techniques (DCF, relative valuation), and Excel . Working knowledge of Bloomberg, Reuters, Capital IQ, or similar databases (preferred). Excellent analytical, writing, and presentation skills . Ability to work independently across multiple sectors.

Systematix Group is Hiring – Talent Acquisition Specialist (Wealth / BFSI / Retail Broking) Position: Talent Acquisition Specialist Location: - Bandra, Mumbai Employment Type: Full-time Experience Required: 4–6 years Industry: Wealth Management, BFSI, Retail Broking About Systematix Group Systematix Group is a leading name in the financial services sector with a strong presence across Wealth Management, Asset Management, Broking, and Investment Advisory services. We are committed to delivering excellence through innovation, integrity, and expertise. To strengthen our growing team, we are seeking a skilled Talent Acquisition Specialist with proven experience in hiring for the Wealth, BFSI, and Retail Broking domains. Role Overview As a Talent Acquisition Specialist , you will be responsible for managing the end-to-end recruitment lifecycle for a variety of roles within the Wealth and BFSI ecosystem. You will work closely with business leaders to understand talent requirements, design sourcing strategies, and ensure timely and quality closures that align with organizational goals. Key Responsibilities Manage the entire recruitment cycle from job posting, sourcing, screening, interviewing, and offer negotiation to onboarding. Partner with business heads and hiring managers to understand workforce requirements across Wealth Management, BFSI, and Retail Broking businesses. Design and implement effective sourcing strategies to attract top talent through job portals, LinkedIn, employee referrals, headhunting, and networking. Build and maintain a robust talent pipeline for current and future hiring needs, especially for niche and leadership roles. Conduct preliminary interviews and assessments to evaluate candidates’ fitment in terms of skills, experience, and organizational culture. Manage stakeholder expectations by providing regular hiring updates and aligning recruitment strategies with business objectives. Ensure adherence to defined timelines for closures and deliver an exceptional candidate experience throughout the hiring process. Track and report recruitment metrics (time-to-fill, cost-per-hire, offer-to-join ratio, etc.) to management. Stay updated on industry trends, compensation benchmarks, and talent availability in the Wealth and BFSI space. Required Qualifications & Skills Postgraduate in Human Resources, Business Administration, or a related field. MBA** 4–6 years of experience in Talent Acquisition, preferably within Wealth Management, BFSI, or Retail Broking. Strong understanding of BFSI job roles, skill requirements, and market dynamics. Proven track record of successfully closing junior, mid to senior-level mandates within defined timelines. Excellent networking, headhunting, and stakeholder management skills . Proficiency in MS Office, job portals, LinkedIn Recruiter, and ATS tools . Strong interpersonal, negotiation, and communication skills.

The role of a Research Analyst involves utilizing data to derive actionable insights through the identification of trends and anomalies within multivariate datasets. These insights are then leveraged to drive business enhancements, with a key emphasis on using analytical findings to craft compelling narratives. As a Research Analyst within the Equity Research / Investment Research department, reporting to the Chief Investment Officer (CIO) in BKC, Mumbai, you will play a crucial role in analyzing the Indian equity markets. Your responsibilities will include conducting comprehensive research on companies spanning various sectors, developing intricate financial models for valuation and forecasting, and keeping abreast of macroeconomic shifts, sectoral advancements, and regulatory modifications impacting the Indian economic landscape. Moreover, you will be tasked with producing research reports, investment notes, and presentations that offer actionable recommendations, as well as providing periodic buy/sell/hold suggestions and staying updated on existing coverage. It will also be essential for you to monitor corporate activities, quarterly earnings, and managerial communications, while collaborating closely with fund managers and investment teams to assist in portfolio construction. To excel in this position, you should ideally possess an MBA (Finance), CFA, CA, or a Master's degree in Finance/Economics, coupled with at least 4-8 years of experience in equity research, investment research, or financial analysis. A sound grasp of the Indian capital markets, SEBI regulations, and listed companies is crucial, alongside proficiency in financial modeling, valuation methodologies (such as DCF and relative valuation), and Excel. Familiarity with platforms like Bloomberg, Reuters, Capital IQ, or similar databases is advantageous, as are exceptional analytical, written, and verbal communication skills. Additionally, the ability to work autonomously across multiple sectors and cultivate strong relationships with industry insiders, corporate executives, and other analysts will be key to your success in this role.,

Hiring :- MD/ Director – IB- ECM (Head of Technology Sector Coverage) Location: - BKC. Mumbai About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses , providing strategic and financial guidance at every stage of their journey. About the Role We are seeking a highly experienced and dynamic professional to join our Investment Banking Team as MD / Director – Investment Banking & Head of Technology Sector Coverage . This leadership role will focus on the coverage of Technology sector and drive strategic origination and execution of Equity Capital Markets (ECM) transactions , with an emphasis on IPOs, QIPs follow on offering etc. Key Responsibilities Lead coverage across Technology sector including IT Services, Technology, SAAS, Telecom and allied sub-sectors. Originate and execute ECM transactions including IPOs, QIPs, Rights Issues, and other capital market activities. Build and nurture strong relationships with corporates, financial investors, sovereign funds, and government bodies . Manage end-to-end execution of complex transactions such as restructuring, corporate strategy, fund-raising, and negotiations. Collaborate with leadership teams to expand mandates in PE, M&A, and Structured Finance within the four sectors. Develop and implement strategies to position Systematix as a trusted client partner and lifecycle banker . Mentor and guide junior team members to build talent depth and team capability. Ensure compliance with regulatory frameworks and internal governance during all transactions. Qualifications MBA (Finance), CA, or relevant postgraduate degree from a reputed institute. Minimum 10 years of Investment Banking experience , with a strong focus on ECM and Technology sectors . Demonstrated success in leading ECM transactions and a deep understanding of Indian capital markets. Extensive industry network with proven stakeholder management skills. Exceptional analytical, leadership, and communication abilities . Required Skills Strong expertise in Equity Capital Markets (ECM) . Proven track record in IPO, deal origination, and execution . Leadership and mentoring experience. Preferred Skills Experience managing complex, large-scale transactions . Strong analytical, problem-solving, and presentation skills.

The ideal candidate will be responsible for turning data into actionable insights by recognizing trends and anomalies in multivariate datasets. In order to use these insights for business improvement, you should feel comfortable using your analysis to tell a story. You will be working as a Research Analyst in the Equity Research / Investment Research department, reporting to the CIO. Based in BKC, Mumbai, your primary role will involve covering the Indian equity markets. Your responsibilities will include conducting fundamental research on companies across diverse sectors, building and maintaining detailed financial models, tracking macroeconomic trends and sectoral developments, and preparing research reports and investment notes with actionable insights. To excel in this role, you should possess an MBA (Finance), CFA, CA, or Masters in Finance/Economics, along with 4-8 years of experience in equity research, investment research, or financial analysis. A strong understanding of Indian capital markets, SEBI regulations, and listed companies is essential. Proficiency in financial modeling, valuation techniques (such as DCF and relative valuation), and Excel is required. Working knowledge of Bloomberg, Reuters, Capital IQ, or similar databases is preferred. Your ability to collaborate with fund managers and investment teams, maintain relationships with industry experts, company management, and sell-side analysts, and work independently across multiple sectors will be crucial for success in this role. Excellent analytical, writing, and presentation skills are also key attributes that you should possess to thrive as a Sector-Agnostic Research Analyst in this dynamic environment.,

Hiring :- Equity Research Associate - NBFC ( Institutional broking ) Location: - BKC. Mumbai About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses , providing strategic and financial guidance at every stage of their journey. Key Responsibilities Responsible for industry analysis, stock valuation, financial modelling, active interaction with top management, advising institutional clients on investment opportunities and arranging for corporate access. Active coverage of companies in the Indian financial sector preferably covering for NBFC Keep a track of latest developments of the companies under coverage/sector and incorporate the same into our research publications. Financial modelling and report writing which includes previews, reviews, company updates, and sector updates. Attending analyst meets conference calls and regular interactions with Top-Managements of coverage universe. Presenting investment thesis/ideas and conducting roadshow of corporate for Institutional Clients. Helping lead analyst in timely completion of assignments from idea conceptualization stage to final preparation of the research reports and updating the sales team handling institutional business. Helping lead analyst in ensuring timely and accurate dissemination of investment ideas to clients in the form of industry/company research reports, presentations, and oral communication in view of creating sector image of the company Ensure adherence to the standards & norms set to prepare the reports Qualifications :- MBA / CA/ CFA

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - President/ Team Leader – Wealth Management Business Experience: - 15+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore. About the Role As a Team Leader for Relationship Managers , we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience. The role’s core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance. By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth—while contributing to the overall growth and success of our organization. Key Responsibilities Overall new AUM growth in line with the objective laid down by the company. Managing Individual & team P&L. To Develop the strategic plan for Wealth Management to meet business objectives. Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements To meet the Business/sales targets for the region on monthly, quarterly and annual basis. To do timely appraisal / review of performance of team in the region. Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients Conduct regular portfolio reviews and risk assessments. Stay updated on market trends, financial products, and regulatory changes. Team Leadership & Development Lead a team of Relationship Managers (10–15 members), providing direction, mentorship, and performance management. Foster a collaborative, high-performance team culture with a focus on individual and collective growth. Recruit, train, and groom team members, ensuring strong succession planning for key positions. Regularly review and appraise team performance to ensure achievement of goals. Develop a strong team through effective recruitment, training and grooming potential for succession planning of key positions. Education & Certifications Post Graduate with MBA / Professional Certification Knowledge of Financial products & Capital markets is essential. Compliance • Responsible to ensure all activities are in adherence as per Compliance framework • NISM Certification Roles • Team player • Good interpersonal & communication skills

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - Relationship Manager - Wealth Management Experience: - 10+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore. About the Role As a Wealth Relationship Manager , we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for understanding clients’ financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns—while contributing to the continued growth and reputation of our organization. Key Responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation. Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence. Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics. Ensure clients have regular access to relevant research material and market insights. Service and support existing clients in collaboration with the client servicing team. Customize investment pitches and advisory solutions in line with client requirements. Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships. Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention. Education & Certifications :- MBA (Finance), CA, or relevant postgraduate degree from a reputed institute. Knowledge of Financial products & Capital markets is essential. Compliance • Responsible to ensure all activities are in adherence as per Compliance framework • NISM Certification Roles • Team player • Good interpersonal & communication skills

You will be joining Systematix Group as an Equity Research Associate focused on the Non-Banking Financial Companies (NBFCs) within the Institutional broking sector. Located in BKC, Mumbai, Systematix Group is a prominent financial services firm with a strong presence in various financial domains such as Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With over 35 years of experience and a team of more than 300 professionals, Systematix is dedicated to delivering value-driven solutions to clients across different sectors, establishing itself as a trusted partner for businesses at every stage of their journey. Your key responsibilities in this role will include conducting industry analysis, stock valuation, financial modeling, actively engaging with top management, offering investment advice to institutional clients, and facilitating corporate access. You will be expected to focus on companies within the Indian financial sector, with a preference for NBFC coverage. It will be crucial to stay updated on the latest developments within the companies under coverage and the sector, incorporating these insights into our research publications. Your tasks will also involve financial modeling, report writing encompassing previews, reviews, company updates, and sector updates. Furthermore, you will participate in analyst meetings, conference calls, and regular interactions with the top management of the coverage universe. Presenting investment ideas, conducting roadshows for corporate clients, and supporting the lead analyst in completing assignments from idea conceptualization to final research report preparation are key aspects of this role. Ensuring timely and accurate dissemination of investment ideas to clients through industry and company research reports, presentations, and verbal communication is essential for creating a positive sector image for the company. Adherence to the set standards and norms for report preparation will be a critical part of your responsibilities. To excel in this role, you are required to have an MBA, CA, or CFA qualification. Your contribution as an Equity Research Associate at Systematix Group will play a pivotal role in providing strategic and financial guidance to clients while fostering a reputation for excellence and reliability in the industry.,