Research Head

3 weeks ago


Mumbai, Maharashtra, India iimjobs Full time

Position Name :
Head - Institutional Research

Location - Mumbai

Must-Haves:

  • Educational Qualification : MBA
  • Finance from a leading institution, CFA or CFP or CA or ICWA.

Industry Background :
Institutional Research

Experience :
Minimum 8 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must.

Client Servicing
Experience :
Proven experience in servicing Instituional Clients

Companies Under Coverage : 100+

Skills :
Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit

Major Accountabilities:

Investment Recommendations and Analysis:

  • Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.
  • Provide expertlevel inputs for overall strategy, initiatives, goals, and budgets related to equities.

Client Coordination:

  • Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients.
  • Address daytoday queries from clients and maintain strong client relationships.

Team Leadership and Guidance:

  • Lead and guide the equity research analyst team in conducting research and valuation of
companies.

  • Generate new ideas, meet with company managements, and present to institutional investors.

Product Development:

  • Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

Financial Modeling and Analysis:

  • Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.
  • Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.

Market Analysis and Theme-Based Ideas:

  • Analyze industryspecific trends, regulatory environments, and identify opportunities in sectors.
  • Formulate and generate themebased trading and investment ideas.

Strategic Planning:

  • Develop short and longterm business strategies, including investment ideas and stock recommendations, aligning with overall business objectives.
  • Understand business problems and opportunities, recommend solutions to achieve organizational goals.

Client Interactions and Networking:

  • Handle client interactions, conference calls, corporate meetings, industry visits, and roadshows.
  • Build and maintain a strong network in the industry.

Research Reports and Publications:

  • Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization.
  • Oversee budgets and policies for the Research Department.

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