Job Summary

To manage day-to-day equity research output, client communication, model portfolio maintenance, client onboarding, business development, and full regulatory compliance for the firm s SEBI-registered Research Analyst (RA) operations - while driving overall revenue growth of the research vertical within ethical and compliance boundaries.

Responsibilities
Research Reporting Prepare and circulate the daily morning note for clients Draft and update equity research reports on the covered stock universe; track and update results/targets Prepare reports on stocks in the model portfolio; document and update rationale for each portfolio rotation/change Prepare commodities arbitrage reports
Client Communication Prepare and issue client statements Communicate with algo trading clients and priority/key clients on updates, performance, and queries
Client Onboarding Records Onboard current clients on the RA platform Conduct KYC and maintain accurate, up-to-date client records
Business Development Growth Prepare presentations and pitch decks required to grow the RA business and related service lines Support business development initiatives - client acquisition material, partner/channel presentations,



product/service showcase decks Work towards overall growth in revenue of research services, using all legitimate and ethical means available (referrals, upselling relevant services, improving client retention, supporting sales/marketing efforts) - strictly within SEBI RA regulations and the firm s compliance framework; no mis-selling, guaranteed-return claims, or unauthorized advisory practices
Compliance Regulatory Ensure all exchange-related compliances are completed on time Draft and maintain strategy-level compliance documentation Handle all RA-related regulatory compliance (SEBI RA Regulations) and maintain associated records/filings Ensure all revenue-growth and client-facing activities strictly adhere to SEBI RA regulations, exchange norms, and internal ethical guidelines - compliance is non-negotiable even while pursuing business targets
Operations Coordination Coordinate client payouts and follow up on pending payments/settlements Handle other related tasks as assigned by management

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📌 Equity Research & Operations Analyst Indore (India)
🏢 Indo-Thai Securities
📍 India