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carefully. If this chance closely fits your professional experience, email your resume along with your answers to the screening questions provided at the end of this post. ? ????????: Mumbai, India ? ??????????: 12-15 years of relevant experience ? ????????????: Competitive and aligned with experience, role fit, and interview performance ? ????????? ??????????????: CA / CFA (charterholder or Level 2/3 cleared) / MBA in Finance from a premier institute ⏱️ ????????????: Candidates available to join immediately are also welcome to apply ? ??? ??: ER-MFO-MUM About the Mandate Risk Inn Talent Intelligence connects leading banks, investment institutions, consulting firms, family offices, and financial services clients with high-quality talent across risk management, quantitative finance, financial markets, investment research, and analytics. ???? ?? ?????? ???????? – ?????? ?????? ???????? We are supporting a multi-family office investment fund in hiring a Head of Equity Research in Mumbai. Reporting to the Chief Investment Officer, the position requires 12-15 years of relevant experience in Indian public-equity research, a verifiable record of investment ideas that were acted on and delivered returns across market cycles, and demonstrated experience building and leading research teams. The role requires a strong command of fundamental research and valuation, financial modeling, forensic analysis of financial statements and corporate governance, sector coverage across large-cap, mid-cap, and small-cap Indian listed equities, and the documentation and governance standards expected in a family-office mandate. ???? ??? ???? ?? ??????????? ??? ✅ Own the fund’s equity research function for Indian listed markets, defining the research philosophy, coverage universe, research standards, and idea-generation process in line with the investment policy framework set by the CIO and the Investment Committee ✅ Lead bottom-up fundamental research across large-cap, mid-cap, and small-cap NSE
- and BSE-listed companies, including industry mapping, business-model assessment, competitive positioning, unit economics, capital allocation, and earnings quality ✅ Build, maintain, and sign off on financial models and valuation work, including DCF, trading and transaction comparables, SOTP, and scenario and sensitivity analysis, ensuring every recommendation is supported by documented assumptions and a clear risk-reward assessment ✅ Present high-conviction buy, sell, and hold recommendations to the Investment Committee as a core member, with entry and exit price ranges, catalysts, key risks, and thesis-tracking milestones, and defend them under challenge ✅ Build, lead,



and mentor the research team of sector analysts, setting coverage priorities, model and report templates, review cadence, and performance metrics, and raising the quality and consistency of research output ✅ Conduct forensic analysis of financial statements, promoter and related-party structures, share pledging, auditor changes, accounting policies, and corporate-governance red flags, and maintain a formal governance-screening framework for the portfolio and watchlist ✅ Lead primary research, including management meetings, plant and site visits, channel checks, expert networks, and industry conferences, and integrate insights from sell-side research, data vendors, and alternative data sources ✅ Monitor the existing portfolio for earnings, guidance, corporate actions, regulatory and sector developments, and thesis drift, escalate changes in view to the CIO with a recommended action, and partner with the CIO on sector allocation and position-sizing inputs ✅ Run post-investment reviews and thesis audits, measure hit rates, forecast accuracy, and the contribution of research calls to portfolio performance, maintain complete and audit-ready research records, and present research views and sector outlooks to family principals, the board, and trustees when required ???? ?????????? ???????? ✅ 12-15 years of relevant experience in Indian public-equity research on the buy side (AMC, PMS/AIF, family office, insurance, or institutional investor) or at a leading institutional sell-side research desk, with at least 5 years leading a research team or multi-sector coverage ✅ Verifiable record of investment ideas that were acted on and delivered returns across multiple market cycles, including examples of avoiding or exiting stocks ahead of governance or earnings deterioration ✅ Deep understanding of Indian public equity markets, including the NSE
- and BSE-listed universe, promoter-driven ownership structures, disclosure practices, corporate actions, related-party transactions, Ind AS reporting, and SEBI regulatory developments ✅ Advanced financial modeling and valuation expertise, including three-statement models, DCF, trading and transaction comparables, SOTP, and scenario analysis, with the ability to challenge, refine,



and sign off on analyst work ✅ Strong forensic-accounting and corporate-governance diligence skills, with a demonstrated framework for identifying earnings-quality, cash-flow, and balance-sheet red flags in Indian listed companies ✅ Proven ability to generate differentiated, high-conviction ideas, articulate a clear thesis with catalysts and risks, and defend it before an investment committee and a demanding CIO ✅ Breadth across multiple sectors (such as financials, consumer, industrials, IT, pharma, and commodities) and comfort covering under-researched mid-cap and small-cap names where primary research drives the edge ✅ Demonstrated experience building and leading research teams, setting research processes, templates, and quality standards, and working within an investment committee, with strong communication skills across company management teams, sell-side analysts, family principals, and boards ✅ CA, CFA (charterholder or Level 2/3 cleared), or MBA in Finance from a premier institute, with a combination such as CA + CFA or MBA + CFA strongly preferred; proficiency in Bloomberg, Reuters/LSEG, ACE Equity, Capitaline, and Excel-based modeling is expected, while prior experience with family offices, AMCs, PMS/AIF platforms, or institutional investors is advantageous ? ??? ?? ????? Please email your resume to: [email protected] ??????? ????: Application for Job ID ER-MFO-MUM Email applications are recommended for faster review and processing. In the same email, please include approximately two to three lines answering each of the three screening questions below. Please also mention your current notice period / earliest available joining date. OR reach out via DM / WhatsApp at +91-(phone hidden) with Job ID ER-MFO-MUM ????????? ????????? ??? ??: ER-MFO-MUM 1. What experience do you have in fundamental equity research covering Indian listed companies, including the sectors and market-cap segments you have covered? What investment recommendations or research outcomes best demonstrate your track record? 2. Describe one high-conviction investment thesis you developed for an Indian listed company, including your valuation approach, key investment catalysts, downside risks, and the outcome. Please avoid sharing confidential or non-public information. 3. What experience do you have building an equity research team from scratch, including hiring analysts and establishing coverage priorities? How have you worked with portfolio managers or investment committees to turn research into investment decisions? #headofequityresearch #equityresearch #investmentresearch #portfoliomanagement #familyoffice #indianequities #publicequity #mumbai #india #financejobs #investmentjobs #riskinn

📌 Head of Equity Research – Indian Public Equities | Multi-Family Office | Mumbai
🏢 Risk Inn
📍 Mumbai