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Head of Research
2 weeks ago
Hiring for Head Research
Job description
Designation: Head of Research
Experience: 8-10Years
Tentative Job Description:
Major Accountabilities:
- Investment Recommendations and Analysis:
• Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.
• Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.
- Client Coordination:
• Regularly coordinate with Institution 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:
• Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.
• Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.
- Market Analysis and Theme-Based Ideas:
• Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.
• Formulate and generate theme-based trading and investment ideas.
- Strategic Planning:
• Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives.
• Understand business problems and opportunities, recommend solutions to achieve organizational goals.
- Client Interactions and Networking:
• Handle client interactions, conference calls, corporate meetings, industry visits, and road-shows.
• Build and maintain a strong network in the industry.
9. 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.
Must-Haves:
• Educational Qualification: MBA from a leading institution, CFA or CA .
• Industry Background: Institutional Research