Strategic Finance Leader

6 days ago

Varanasi, Uttar Pradesh, India beBeeInvestmentResearch Full time ₹ 1,80,00,000 - ₹ 2,20,00,000

About Investment Research

We are a research and consulting company providing outsourced solutions to global clients.

Our team has accomplished over 3000 assignments for more than 250 clients with a high repeat business rate.

The key to our success lies in leveraging three decades of strategic expertise from our parent company.

We are expanding and seeking passionate individuals to join our growth story.

  • Role: Associate Director/Director Investment Research
  • Qualification: CA or CFA or MBA (preference for premier schools)
  • Relevant Experience: 15+ years

Responsibilities:

  • Lead the investment practice with profit and loss responsibility
  • Identify growth opportunities through new products or market entry
  • Provide leadership support to the delivery team, ensuring 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 media platforms
  • Foster strong client relationships
  • Lead team-building efforts and related activities

Personal Attributes:

  • Team-oriented with excellent communication skills
  • Capable multitasker with analytical orientation
  • Client management with customer focus
  • High achiever, driven, motivated to deliver results
  • Excellent sales and business development skills
  • Total 15yrs exp, with at least 7+ years of experience managing teams in investment research
  • Experience in KPO industry, handling Private Equity/Investment Banking/Asset Management/Brokerage clients
  • Background in research within BFSI industry is also considered
  • Strong knowledge of finance, macro 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 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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