Chief Investment Strategist

19 hours ago

Thrissur, Kerala, India beBeeResearch Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title:

About Us

We are a leading research and consulting firm providing outsourced solutions to top companies worldwide.

Our team has accomplished numerous assignments for prominent clients, generating significant revenue from repeat business.

The company derives its expertise by leveraging strategic consulting experience from its parent organization.

Website: www.example.com
The team is expanding and seeking passionate individuals to join the growth story.

  1. Role: Associate Director/Director Investment Research
  2. Qualification: CA or CFA (USA) or MBA (from premier business schools preferred)
  3. Relevant Experience: 15+ years
  4. Location: Mumbai (Hybrid)
  5. Candidate Industry: KPO/Consulting

Responsibilities:

  1. Manage the investment research practice with P&L responsibility.
  2. Identify opportunities for growth through new products/services or market entry.
  3. Provide leadership support to the delivery team, achieving 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 and analytical orientation.
  3. Client management with a strong customer focus.
  4. High achiever, driven, motivated to deliver results.
  5. Excellent sales and business development skills.

Preferred Candidate Profile:

  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 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. Ideal experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment.

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