Director - Portfolio Strategist

1 week ago

Mangalore, Karnataka, India beBeeResearchDirector Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Investment Research Director Job

About Us:

We are a global research and consulting firm that provides outsourced research solutions to leading manufacturing, financial services, consulting, and technology companies. Our team has accomplished over 3000 assignments for more than 250 global clients with a significant portion of our revenue coming from repeat business.

Our unique global research expertise is derived by leveraging three decades of strategic consulting pedigree from our parent company.

The team is expanding and we are actively seeking passionate individuals to join our 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

Job Responsibilities:

  1. Manage the investment research practice with profit and loss responsibility.
  2. Identify growth opportunities through new products/services or market entry.
  3. Provide leadership support to the delivery team, achieve quality and operational excellence.
  4. Collaborate with the business development team to win new clients.
  5. Establish best practices in employee engagement and training.
  6. Support marketing initiatives, write thought leadership papers, and represent the company on various media platforms.
  7. Foster strong client relationships.
  8. Lead 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 strong customer focus.
  • High achiever, driven, motivated to deliver results.
  • Excellent in sales and business development.

Benefits:

  1. Total 15yrs exp, with at least 7+ years of experience in managing teams in investment research.
  2. Experience in KPO industry, handling Private Equity/Investment Banking/Asset Management/Brokerage clients.
  3. Relevant background in research within the BFSI industry is also considered.
  4. Strong knowledge of finance, macro and business drivers, valuation methodologies and preparation of investor pitch documents.
  5. Able to provide strategic insights and financial analysis to buy-side and sell-side clients.
  6. Manage equity research processes, including coverage of global stocks, financial modeling, and valuation assessments.
  7. Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
  8. 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.
  9. Ideally, experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment.

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