Strategic Research Leader

3 hours ago


Rajkot, Gujarat, India beBeeInvestment Full time ₹ 3,00,00,000 - ₹ 4,50,00,000
About Us

We are a leading research and consulting firm providing outsourced solutions to global clients. Our team has accomplished over 3000 assignments for more than 250 clients, with repeat business making up two-thirds of our revenue.

Our company's unique expertise in global research is derived from its parent company's three decades of strategic consulting experience.

We are expanding and looking for 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 Description

The ideal candidate will manage our investment research practice, taking ownership of profits and losses. They will identify growth opportunities through new products/services or market entry, provide leadership support to the delivery team, and assist the business development team in winning new clients.

They must also establish best practices in employee engagement and training, support marketing initiatives, write thought leadership papers, and represent the company on various media platforms.

Key Responsibilities
  1. Manage equity research processes, including coverage of global stocks, financial modeling, and valuation assessments.
  2. Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
  3. Foster strong client relationships and lead team-building efforts.
Requirements
  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. Strong knowledge of finance, macro and business drivers, valuation methodologies and preparation of investor pitch documents.
Bonus Qualifications
  1. Ideal candidate should have exposure to business development activities such as identifying appropriate solutions and capabilities for prospective clients.
  2. Able to provide strategic insights and financial analysis to buy-side and sell-side clients.
Preferred Skills
  • Team Oriented, with excellent communication skills.
  • Capable multitasker with a keen eye for detail, analytical orientation.
  • Client management with strong customer focus.


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