Financial Leader

2 days ago

Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 26,13,076 - ₹ 41,19,844
Lead Investment Researcher

AGR Knowledge Services Pvt. Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies.

Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients. AGR derives its unique global research expertise by leveraging three decades of strategic consulting pedigree from its parent company.

The team is expanding and is actively looking for passionate individuals to join the growth story.

  1. Role: Associate Director/Director Investment Research
  2. Qualification: CA or CFA (CFA institute, USA) or MBA (with excellent academic records, from premier business schools preferred)
  3. Relevant Experience: 15+ years
  4. Location: Mumbai (Hybrid)
  5. RM: EVP/CEO
  6. Candidate Industry: KPO/Consulting

Responsibilities:

  • Manage Investment Research (IR) practice, with P&L responsibility.
  • Identify growth opportunities through new products/services or market entry.
  • Provide leadership support to the delivery team, achieve quality and operational excellence.
  • Assist the business development team in winning new clients.
  • Establish best practices in employee engagement and training.
  • Support marketing initiatives, write thought leadership papers, and represent the company on various media platforms.
  • Foster strong client relationships.
  • Lead team-building efforts and related activities.

Personal Attributes:

  • Team Oriented, with excellent communication skills.
  • Capable multitasker with a keen eye for detail, analytical orientation.
  • Client management with strong customer focus.
  • High achiever, driven, motivated to deliver results.
  • Excellent in Sales and Business development.

Preferred Candidate:

  • Total 15yrs exp, with at least 7+ years of experience in managing teams in investment research.
  • Experience in KPO industry, handling Private Equity/Investment Banking/Asset Management/Brokerage clients.
  • Relevant background in research within the BFSI industry is also considered.
  • Strong knowledge of finance, macro and business drivers, valuation methodologies and preparation of investor pitch documents.
  • Able to provide strategic insights and financial analysis to buy-side and sell-side clients.
  • Manage equity research processes, including coverage of global stocks, financial modeling, and valuation assessments.
  • Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
  • Essential to have exposure to business development activities such as being able to identify appropriate solutions and capabilities for prospective clients, preparing pitch decks and proposals, and participating in business development meetings with prospective clients. Should also be able to provide strategic input into the business development process for the IR vertical.
  • Ideally, experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment.

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