Senior Investment Research Professional

1 day ago

Mumbai, Maharashtra, India beBeeInvestmentResearch Full time ₹ 45,00,000 - ₹ 60,00,000

About Our Team

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Our organization excels in research and consulting services by delivering outsourced research solutions to prominent manufacturing, financial services, consulting, and technology companies. Leveraging three decades of strategic consulting expertise from our parent company, we have established a unique global research capability.

Our team has accomplished more than 3000 assignments for over 250 clients globally, with two-thirds of revenue generated from repeat business. We are currently expanding our team and seeking passionate professionals to join us as we grow.

  • Role: Associate Director / Director Investment Research
  • Qualifications: CA or CFA (CFA Institute, USA) or MBA with excellent academic records from premier business schools preferred.
  • Relevant Experience: 15+ years
  • Location: Mumbai (Hybrid)
  • RM: EVP/CEO
  • Candidate Industry: KPO/Consulting

Key Responsibilities:

  • Manage the investment research practice with profit-and-loss responsibility.
  • Identify growth opportunities through new products/services or market entry.
  • Provide leadership support to the delivery team, achieve quality and operational excellence.
  • Assist the business development team in winning new clients.
  • Establish best practices in employee engagement and training.
  • Support marketing initiatives, write thought leadership papers, and represent the company on various media platforms.
  • Foster strong client relationships.
  • Lead team-building efforts and related activities.

Required Skills and Qualifications:

  • Team-oriented individual with excellent communication skills.
  • Capable multitasker with a keen eye for detail and analytical orientation.
  • Strong client management skills with a customer-focused approach.
  • High achiever, driven, motivated to deliver results.
  • Excellent sales and business development skills.

Preferred Candidate Profile:

  • Minimum 15 years' experience, including at least 7+ years managing teams in investment research.
  • Experience in KPO industry handling private equity/investment banking/asset management/brokerage clients.
  • Relevant background in research within the BFSI industry is also considered.
  • Strong knowledge of finance, macroeconomic and business drivers, valuation methodologies, and preparation of investor pitch documents.
  • Able to provide strategic insights and financial analysis to buy-side and sell-side clients.
  • Manage equity research processes, including coverage of global stocks, financial modeling, and valuation assessments.
  • Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
  • 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.
  • Ideally, experience across multiple research domains, including equity and credit markets, investment banking, business strategies, and market assessment.

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