Head - Equity Research - BFSI

3 days ago


Bengaluru, India 4s Advisory Full time

Job Description Job Summary: Responsible for delivering high-quality equity research including earnings notes, company and sector reports, and market updates. The role includes industry interaction, management meetings, stock/sector screening per research plan, PR/article inputs, portfolio EAS reviews, dashboard creation, team mentoring, and maintaining relationships with financial advisors. Key Responsibilities: - Produce earnings notes, company reports, and sector reports as per the research plan. - Conduct industry interactions and management meetings; network with sell-side/buy-side analysts. - Perform stock and sector screening and provide recommendations aligned to the research calendar. - Contribute inputs for PR initiatives and write article inputs when required. - Prepare daily market updates and morning briefs. - Perform EAS (External Advisory/Allocation) reviews for portfolios. - Build and maintain research dashboards and performance trackers. - Mentor and lead the research team; oversee people management and knowledge sharing. - Maintain and nurture relationships with financial advisors and other stakeholders. Qualification Requirements: - MBA (Finance) or CFA, or 8+ years of experience in equity research. Personal Attributes: - Strong analytical mindset with a genuine passion for research. - Ability to correlate macro and micro activities to business outcomes and market indices (e.g., GDP, BoP Sensex/Nifty movements). - Excellent communication, presentation, and reporting skills. - Sound knowledge of business and industry research methodologies.



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