ULJK Financial Services

1 week ago

Mumbai, India ULJK Financial Services Private Limited Full time

Leadership & Strategy- Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs.- Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.- Maintain high-quality research output, ensuring accuracy and compliance with industry standards.Equity Research & Analysis:- Conduct in-depth fundamental and macroeconomic research to generate investment ideas from team.- Review and refine financial models, valuation methodologies, and industry trends.- Monitor corporate earnings, policy changes, and global market movements that impact investment decisions.Client Engagement & Presentations:- Present research findings to institutional clients, including fund managers, hedge funds, and FIIs.- Develop strong relationships with key institutional clients, understanding their research needs and preferences.- Represent the firm at industry conferences, investor meets, and corporate events.Team Management & Development:- Lead, mentor, and develop a team of equity research analysts across multiple sectors.- Ensure skill enhancement through training, workshops, and knowledge sharing sessions.- Establish a high-performance culture within the research team.Collaboration with Sales & Trading:- Work closely with the Institutional Sales and Trading teams to align research insights with client requirements.- Support sales efforts by providing market insights, stock calls, and thematic reports.- Contribute to idea generation for proprietary trading and institutional sales.Key NISM Certification MBA (Finance) / CFA / CA or equivalent 5+ years in equity research, with at least 3-5 years in a leadership role.Expertise: Strong knowledge of financial modelling, valuation techniques, and sector-specific Excellent analytical, communication, and presentation skills.- Strong leadership and team management abilities.- Ability to build client relationships and influence decision-making.- Institutional interaction with buy side analyst / fund Managers.Preferred Candidates:- Prior experience in sell-side or buy-side research covering key sectors.- A proven track record of successfully leading research teams and enhancing institutional business. (ref:iimjobs.com)

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