Conduct fundamental research on mid- and large-cap companies, develop actionable investment ideas and detailed investment theses, and publish company, sector, earnings, and thematic research. Engage with CIOs, fund managers, research analysts, company management, institutional sales, and dealing teams. Deliver customized insights to institutional investors while ensuring research is accurate, timely, differentiated, and compliant with applicable guidelines.

Manage and grow relationships with domestic mutual funds as the primary account manager. Build trusted partnerships with CIOs, fund managers, portfolio managers, and research analysts; translate investment philosophies into actionable coverage; coordinate with research, trading, and dealing teams; develop new accounts; and increase revenue share through institutional equity sales and market insights.

Acquire and grow HNI, UHNI, and institutional investor relationships for PMS and AIF offerings. Build partnerships with wealth firms, IFAs, RIAs, family offices, and private banks; manage the sales pipeline from lead to closure; drive net sales and AUM growth; conduct roadshows, webinars, and investor education; maintain CRM reporting; and ensure regulatory compliance while delivering a client-centric, advisory sales experience.