Job Description for Head of Research Analyst:
Position: Head Research
Experience: Minimum 10 years (with at least 5+ years leading/supervising teams, Experience in institutional research is a must)
Location: Mumbai HO
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
