Head Equity Research Analyst

1 week ago

Goregaon Mumbai Virar, India Bonanza Portfolio Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Job Description for Head of Research Analyst.

Major Accountabilities:

1. 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.

2. 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.

3. 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.

4. Product Development:

¢ Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

5. 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.

6. 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.

7. 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.

8. 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/Mutual Funds

¢ Experience: Minimum 10 years with at least 5+ years leading/supervising teams, Experience in

institutional research is a must.

  • Age criteria- 40 and above.

¢ 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

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