Age criteria- 40 and above.

- Client Servicing Experience: Proven experience in servicing Institutional Clients

- Companies Under Coverage: 100+

- Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit

Job Key Responsibilities: -

- 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 new 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 opportunities 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

- Handle client interactions, conference calls, corporate meetings, industry visits, and road shows

- Build and maintain a strong network in the industry

- 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

📌 Head of Research Analyst (Goregaon)
🏢 Eduplex Consultancy Services
📍 Goregaon