This role is ideal for a seasoned equity research professional looking to lead a high-impact fundamental research team and contribute meaningfully to investment outcomes and client value creation at Latin Manharlal Group. Lead research function & generate high-conviction investment ideas. Publish insightful research reports & actionable investment recommendations. Collaborate with investors, managements & market participants. Contribute to portfolio strategy & investment committee discussions. Uphold research integrity, compliance & best practices.
Key Responsibilities
- Conduct in-depth fundamental analysis of companies, industries & markets
- Develop and publish high-quality equity research reports and investment recommendations
- Identify long-term investment opportunities and emerging trends
- Build financial models and valuation frameworks
- Interact with company managements, industry experts, institutional investors and other market participants
- Ensure timely dissemination of research ideas and market insights
- Participate in investment committee meetings and contribute to portfolio strategy discussions
- Collaborate with sales, dealing & RM teams to support client engagement initiatives
Required Skills & Qualifications
- CA / CFA / MBA (Finance) or equivalent qualification
- 8–15 years of experience in Equity Research, Fundamental Research, Portfolio Management or Investment Advisory
- Proven track record of generating successful investment recommendations
- Strong understanding of Indian capital markets and regulatory framework
- Experience in leading and mentoring research teams is preferred
- Excellent financial modelling and valuation skills
Key Competencies
- Fundamental Equity Research
- Financial Statement Analysis
- Equity Valuation (DCF, Relative Valuation, SOTP, etc.)
- Financial Modelling & Investment Strategy
- Sector Analysis & Capital Market Research
- Leadership & Team Management
- Presentation, Communication & Report Writing
- Proficiency in Bloomberg, Capital IQ, Screener & other research tools
Why Join LM
- Opportunity to lead the research function of a reputed financial services & broking group
- Exposure to high-quality investment opportunities across sectors
- Leadership role with strategic decision-making responsibilities
- Agile and collaborative work environment
- Significant opportunities for professional growth and industry visibility
📌 Fundamental Research Head (Mumbai)
🏢 Latin Manharlal
📍 Mumbai
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