
Research Leader
1 week ago
A leading organization in the financial services industry is seeking an experienced Lead Investment Researcher to join their team.
About UsWe are a global provider of outsourced research solutions, serving some of the world's largest manufacturing, financial services, consulting, and technology companies.
- Our Expertise: We leverage three decades of strategic consulting pedigree from our parent company to derive unique global research expertise.
Job Description
The ideal candidate will lead our investment research practice with profit and loss responsibility, identifying growth opportunities through new products or market entry. They will provide leadership support to the delivery team, achieve quality and operational excellence, and assist business development in winning new clients.
- Main Responsibilities:
- Lead investment due diligence for private equity, M&A advisory, and corporate finance clients.
- Manage equity research processes, including coverage of global stocks, financial modeling, and valuation assessments.
- Provide strategic insights and financial analysis to buy-side and sell-side clients.
- Essential to have exposure to business development activities, such as identifying solutions and capabilities for prospective clients, preparing pitch decks and proposals, and participating in business development meetings.
To be successful in this role, you will need:
- Team-oriented: Excellent communication skills and ability to work effectively in a team environment.
- Capable multitasker: Attention to detail and analytical orientation.
- Client management: Strong customer focus and ability to build strong relationships with clients.
- High achiever: Driven and motivated to deliver results.
We are looking for a highly skilled professional with:
- Total 15 years of experience: With at least 7+ years of experience in managing teams in investment research.
- Relevant background: In research within the BFSI industry, including knowledge of finance, macro, and business drivers, valuation methodologies, and preparation of investor pitch documents.
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