Visionary Investment Research Strategist

22 hours ago

Lucknow, Uttar Pradesh, India beBeeInvestmentResearchLeader Full time ₹ 1,26,00,000 - ₹ 3,18,00,000
Job Title

About our organization.

We are a research and consulting firm providing outsourced solutions to global companies in various industries.

Our team has accomplished numerous assignments for clients worldwide, with a significant portion of revenue coming from repeat business.

We leverage decades of strategic consulting expertise to deliver unique research services.

Key Responsibilities:
  • Lead the Investment Research practice with profit and loss responsibility.
  • Determine growth opportunities through new products or market entry.
  • Provide leadership support to the delivery team, ensuring quality and operational excellence.
  • Collaborate with the business development team to win new clients.
  • Establish best practices in employee engagement and training.
  • Support marketing initiatives, write thought leadership papers, and represent the organization on various media platforms.
  • Foster strong client relationships.
  • Drive team-building efforts and related activities.
Required Skills and Qualifications:
  • Team oriented with excellent communication skills.
  • Capable multitasker with a keen eye for detail, analytical orientation.
  • Client management with a strong customer focus.
  • High achiever, driven, motivated to deliver results.
  • Excellent sales and business development skills.
Preferred Candidate:
  • Total 15 years of experience, at least 7+ years 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 considered.
  • Strong knowledge of finance, macro and business drivers, valuation methodologies, and investor pitch documents preparation.
  • 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.
  • Necessary exposure to business development activities such as identifying suitable solutions and capabilities for prospective clients preparing pitch decks and proposals 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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