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:
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.
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 robust client relationships.
Team Leadership and Guidance:
• Lead and guide the equity research analyst team in conducting research and valuation of companies.
• Generate recent ideas, meet with company managements, and present to institutional investors.
Product Development:
• Design and develop product offerings from the Research department tailored for each segment of the company's clientele.
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.
Market Analysis and Theme-Based Ideas:
• Analyze industry-specific trends, regulatory environments, and identify prospects in sectors.
• Formulate and generate theme-based trading and investment ideas.
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.
Client Interactions and Networking: