The Lead Analyst will be responsible for driving sector-level thought leadership and revenue-oriented research in the Midcap space. The role combines deep fundamental research, client-facing engagement and team leadership, with a explicit mandate to generate actionable investment ideas for professional investor clients.

Key Role Expectations:

1. Research Ownership & Idea Generation

- Lead in-depth fundamental research on the Midcap sector through interactions with company management, industry experts, regulators and policymakers.

- Convert qualitative sector insights into robust financial models, valuations, and investment theses.

- Maintain active coverage, delivering timely, actionable calls aligned with market developments.

- Consistently generate money-making research ideas that translate into brokerage and client engagement outcomes.

2. Client & Business Engagement

- Actively interact with institutional clients, professional investors, fund managers, and prop desks.

- Conduct client calls/meetings to articulate views,



drive alpha and strengthen relationships.

- Partner with Sales teams to enable meaningful client conversations using sector insights.

- Represent the firm with clients, corporates and occasionally media as a credible sector expert.

3. Leadership & Team Development

- Mentor and scale the capabilities of research associates, enabling them to take ownership of coverage and outputs.

- Drive quality, relevance and timeliness of research deliverables.

- Build a strong internal research culture focused on accountability, analytical rigor and commercial relevance.

4. Corporate Access & Market Positioning

- Organize and anchor corporate access events.

- Strengthen the firms positioning as a trusted equities research partner with corporates and investors.

- Facilitate interactions between corporates, industry experts, and clients.

Education: CA / CFA / MBA from a reputed institute.Role & responsibilities

📌 Lead - Analyst (Mumbai)
🏢 SKILLVENTORY
📍 Mumbai