Head Equity Research Analyst

2 days 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

  • Equity Research Analyst

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    Equity Research Analyst Role: Empowering Thoughtful Investors with Quality ResearchAt Equitymaster, we’re seeking a Research Analyst who thrives on diving deep into company fundamentals, market dynamics, and investment philosophies. You will independently manage research products and conduct thorough qualitative and quantitative research on Indian stocks,...

  • Equity Research Analyst

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    Equity Research Analyst Role: Empowering Thoughtful Investors with Quality ResearchAt Equitymaster, we’re seeking a Research Analyst who thrives on diving deep into company fundamentals, market dynamics, and investment philosophies. You will independently manage research products and conduct thorough qualitative and quantitative research on Indian stocks,...

  • Head of Research

    1 week ago

    Goregaon, Maharashtra, India Bonanza Portfolio Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Hiring for Head ResearchJob descriptionDesignation: Head of ResearchExperience: 8-10YearsTentative 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.•...

  • Equity Research Analyst

    2 weeks ago

    Mumbai, Maharashtra, India Equitymaster Research Private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Equity Research Analyst Role: Empowering Thoughtful Investors with Quality ResearchAt Equitymaster, we're seeking a Research Analyst who thrives on diving deep into company fundamentals, market dynamics, and investment philosophies. You will independently manage research products and conduct thorough qualitative and quantitative research on Indian stocks,...

  • Equity Research Analyst

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    Job Description Equity Research Analyst Role: Empowering Thoughtful Investors with Quality Research At Equitymaster, we're seeking a Research Analyst who thrives on diving deep into company fundamentals, market dynamics, and investment philosophies. You will independently manage research products and conduct thorough qualitative and quantitative research on...

  • Head of Equity Research

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Systematix Group Full time

    Research Head (Buy Side)Location: - BKC. MumbaiBusiness: - Asset Management About the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced...

  • Equity Research Analyst

    5 days ago

    Mumbai, Maharashtra, India Fedex Securities Private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionFamily Office with operations in Merchant Banking, Private Equity, NBFC and WealthRole DescriptionThis is a full-time on-site role for an Equity Research Analyst located in Mumbai. The Equity Research Analyst will be responsible for conducting thorough research and analysis of various companies, creating and maintaining financial models,...

  • Equity Research analyst

    2 weeks ago

    Mumbai, Maharashtra, India Sree Sava FinExpert Full time

    Company DescriptionAt Sree Sava FinExpert, we understand that every financial journey is unique. That's why we offer a comprehensive range of services designed to meet your specific needs in the world of equities, currencies, and commodities. Our team of experts is committed to providing personalized and innovative financial solutions. We are dedicated to...

  • Equity Research Analyst

    1 week ago

    Mumbai, India Deven Choksey Full time

    About the RoleWe are looking for a Sell Side Research Analyst to join our Equity Research team. The ideal candidate should have a strong foundation in financial modeling, valuation, and sectoral analysis, with the ability to deliver actionable investment insights and research reports for clients.You will be responsible for sector & company coverage,...

  • Equity Research Analyst

    1 week ago

    mumbai, India Deven Choksey Full time

    About the RoleWe are looking for a Sell Side Research Analyst to join our Equity Research team. The ideal candidate should have a strong foundation in financial modeling, valuation, and sectoral analysis, with the ability to deliver actionable investment insights and research reports for clients.You will be responsible for sector & company coverage,...