Senior Investment Research Professional

6 days ago

Gandhinagar, Gujarat, India beBeeInvestmentResearch Full time ₹ 60,00,000 - ₹ 80,00,000

About us

We are a research and consulting firm that provides outsourced solutions to large corporations. Our team has completed over 3,000 projects for more than 250 global clients, with two-thirds of our revenue coming from repeat business.

Our expertise is derived from three decades of strategic consulting experience from our parent company.

We are currently expanding and seeking passionate individuals to join our growth story.

  1. Role: Associate Director/Director Investment Research
  2. Qualifications: Chartered Accountant (CA) or Chartered Financial Analyst (CFA) or Master's in Business Administration (MBA) from a premier business school
  3. Relevant Experience: 15+ years
  4. Location: Mumbai (Hybrid)
  5. Reporting Manager: EVP/CEO
  6. Candidate Industry: KPO/Consulting

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. Assist the business development team in winning 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:

  1. Team-oriented with excellent communication skills
  2. Capable multitasker with a keen eye for detail, analytical orientation
  3. Client management with strong customer focus
  4. High achiever, driven, motivated to deliver results
  5. 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. Should also be able to provide strategic input into the business development process for the IR vertical
  9. Ideally, experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment

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