Job highlights

- 3-5 years in Corporate Access or Investor Relations with strong fund house network
- Manage institutional investor engagement, coordinate internal equity research teams, market research reports, and arrange expert meetings

Reporting To: Head of Equity Research 1. Role Overview

We are looking for a proactive, well-connected and relationship-oriented professional to manage corporate access, institutional investor engagement and coordination between ULJK Group's internal equity research teams and external stakeholders.

The individual will be responsible for building and strengthening relationships with buy-side research analysts, fund managers, mutual funds and institutional investors, promoting ULJK's equity research reports, and facilitating interactions between industry experts and the buyside investment community.

The role will also involve ensuring seamless communication and coordination among research analysts and research heads across various business verticals within ULJK Group.

Candidates having existing relationships and a strong network with fund houses, mutual funds, PMS, AIFs and institutional investors will be given preference.

2. Key Responsibilities

A. Internal Equity Research Coordination

- Ensure timely and effective communication between internal equity research teams across various business verticals.
- Coordinate closely with Research Analysts and Research Heads to facilitate timely dissemination of research updates, reports and investment insights.
- Act as a coordination point between different research verticals to ensure smooth information flow and collaboration.
- Track research publications, important updates and pending deliverables.

B. Buy-side Engagement & Research Report Marketing

- Actively market and circulate ULJK's equity research reports to buy-side research analysts, fund managers and institutional investors.
- Build and maintain strong professional relationships with fund managers, portfolio managers, buy-side analysts and investment professionals.
- Identify relevant investors and institutions for research report distribution and engagement.
- Follow up with investors to generate interest in ULJK's research coverage, investment ideas and sector insights.
- Arrange meetings and interactions between ULJK's Research Analysts/Research Heads and buy-side institutions.
- Develop and maintain a strong network within the institutional investment community.




- Explore opportunities to increase ULJK's research visibility and institutional reach.

C. Corporate Access & Industry Expert Meetings

- Identify and connect with relevant industry experts, senior professionals, sector specialists and domain experts.
- Arrange virtual and in-person meetings between industry experts and buy-side analysts/fund managers.
- Coordinate expert interactions, sector-specific discussions, knowledge-sharing sessions and management meetings.
- Manage end-to-end meeting arrangements, including scheduling, invitations, confirmations and follow-ups.
- Explore opportunities for organizing investor conferences, roadshows, analyst meets and industry interactions.

D. Investor Relationship Management

- Develop and maintain relationships with institutional investors, fund managers, buyside analysts and other capital market participants.
- Establish and strengthen relationships with fund houses, mutual funds, PMS, AIFs and other investment institutions.
- Facilitate introductions and interactions between ULJK's research team and institutional clients.
- Identify opportunities to enhance ULJK's visibility and engagement within the buyside community.
- Maintain regular communication with investors regarding research updates, meetings and relevant sector developments.

E. Internal & External Stakeholder Coordination

- Coordinate with Research Analysts, Research Heads, business verticals and senior management within ULJK Group.
- Liaise with external stakeholders, including investors, fund houses, industry experts and corporate management.
- Manage virtual meetings through Zoom/Teams and coordinate in-person meetings.
- Send calendar invitations, meeting agendas, reminders and post-meeting follow-ups.
- Ensure timely communication and smooth execution of all investor engagement activities.

F. MIS & Reporting

- Maintain updated databases of buy-side analysts, fund managers, institutional investors, fund houses and industry experts.
- Maintain trackers for research report distribution,



investor engagement, meetings arranged and follow-ups.
- Prepare periodic MIS reports on investor outreach, meetings conducted and engagement activities.
- Track meeting outcomes and identify opportunities for further engagement.

Skills & Qualifications Graduate/Postgraduate in Finance, Marketing, Mass Communication or a related discipline.

- 3-5 years of experience in Corporate Access, Institutional Sales Support, Investor Relations, Equity Research Coordination or a similar role.
- Good understanding of Indian capital markets and the buy-side/sell-side ecosystem.
- Excellent verbal and written communication and relationship management skills.
- Strong networking, coordination, follow-up and interpersonal abilities.
- Proficiency in MS Excel, PowerPoint, Outlook/Google Calendar and virtual meeting platforms.
- Ability to manage multiple stakeholders and meetings simultaneously.
- Professional approach, self-motivation and strong relationship-building capabilities.

Preferred Advantage Existing Fund House Relationships Existing relationships and a strong professional network with fund houses, mutual funds, PMS, AIFs and institutional investors will be a significant advantage.

- Established connections with buy-side research analysts, fund managers, portfolio managers and key decision-makers at fund houses will be preferred.
- Candidates who can leverage their existing network to facilitate investor meetings, research report distribution and institutional engagement will be given preference.
- Prior experience in interacting with the institutional investment community and facilitating buy-side engagements will be an added advantage.

Key Performance Expectations Effective coordination and communication between internal Research Analysts and Research Heads.

- Growth in engagement with buy-side analysts and fund managers.
- Wider reach and circulation of ULJK's research reports among relevant institutional investors.
- Development of relationships with new fund houses and strengthening of existing institutional relationships.
- Number and quality of buy-side meetings facilitated.
- Number of industry expert interactions arranged, both virtual and in person.
- Development and maintenance of a robust institutional investor and industry expert network.
- Timely follow-ups and effective stakeholder relationship management.

📌 Corporate Access & Institutional Investor Relations Executive (Mumbai)
🏢 ULJK Financial Services
📍 Mumbai