Strategic Investment Analyst

4 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Title: Senior Equity Research Analyst

We are seeking a seasoned equity research analyst to lead our team in generating timely and accurate investment recommendations.

The ideal candidate will have a proven track record of success in institutional research, with a minimum of 8 years of experience and at least 5 years leading/supervising teams. They will be responsible for developing and providing expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.

  • Key Responsibilities:
  • Investment Recommendations and Analysis:
    • Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.
    • Closely monitor companies in the existing portfolio and make timely adjustments based on market conditions.
  • Client Coordination:
    • Regularly coordinate with Institutional clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients.
    • Address day-to-day queries from clients and maintain strong client relationships.
  • Team Leadership and Guidance:
    • Lead and guide the equity research analyst team in conducting research and valuation of companies.
    • Generate new ideas, meet with company managements, and present to institutional investors.
  • Product Development:
    • Design and develop product offerings from the Research department tailored for each segment of the company's clientele.
  • Financial Modeling and Analysis:
    • Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.
    • Formulate and generate theme-based trading and investment ideas.
  • Market Analysis and Theme-Based Ideas:
    • Understand business problems and opportunities, recommend solutions to achieve organizational goals.
    • Handle client interactions, conference calls, corporate meetings, industry visits, and road shows.
  • Research Reports and Publications:
    • Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization.
    • Oversee budgets and policies for the Research department.
Required Skills and Qualifications:
  • Education: MBA from a leading institution, CFA or CA.
  • Industry Background: Institutional Research.
  • Experience: Minimum 8 years with at least 5+ years leading/supervising teams. Experience in institutional research is a must.
  • Client Servicing Experience: Proven experience in servicing Institutional Clients.
  • Companies Under Coverage: 100+
  • Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit.
About Us:

We offer a dynamic work environment with opportunities for growth and professional development. Our team is passionate about delivering exceptional results and making a meaningful impact.

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