Strategic Investment Research Leader

2 days ago

Rajahmundry, Andhra Pradesh, India beBeeInvestmentResearchDirector Full time ₹ 4,00,00,000 - ₹ 5,00,00,000
Investment Research Director Role

About 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.

We derive our unique global research expertise by leveraging three decades of strategic consulting pedigree from our parent company.

The team is expanding and actively seeking passionate individuals to join our growth story.

  1. Role : Associate Director / Investment Research Director
  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. Candidate Industry : KPO/Consulting

Responsibilities:

  • Manage investment research practice, with profit and loss responsibility.
  • Identify opportunities for growth through new products/services or market entry.
  • Provide leadership support to the delivery team, achieving 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 us 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 identifying appropriate solutions and capabilities for prospective clients, preparing pitch decks and proposals, and participating in business development meetings with prospective clients.
  • Ideal experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment.

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