AddressHead - Equity Research
A leading Wealth Management Firm specializing in managing HNI and UHNI clients is seeking to hire the under said
Head of Equity Research
Key Responsibilities:
Financial:
- Delivering well researched ideas (buy and hold as well as trading) to wealth managers and clients.
- Maintain rationale for all the calls and present report wherever necessary with recommendations to the clients.
- Responsible to increase broking volumes by engaging with relevant stakeholders and constantly maintaining a focus on strategy.
People:
- Engaging with clients on researched calls effectively to increase share of wallet.
- Preparing periodic commentaries on markets, sectors and stocks.
- Attend company management meetings and industry meetings.
- Ensuring investment opportunities are communicated to clients through cohesive, consistent and easy- to-understand messages.
- Represent firm views in media.
- Build strong working relationships with internal stakeholders to ensure a strong partnership is formed in order to deliver expected results.
- Manage the research team/ analyst team, train a core team of research analysts and to maintain a comprehensive information database.
- Ensure that communications channels between research and sales teams is seamlessly put in place through proper systems and process.
Risk and Governance:
- Ensure research reports, trade recommendations are in line with the quality and business requirements of the organization.
- Drive a strong compliance and control culture, by ensuring adherence to compliance, quality standards, internal policies and regulatory obligations
Key Dependencies:
External - Client relationships
- Product and Service providers
Internal - Product Team
- Wealth Managers
- Dealers
Key Role Requirements:
Education - CFA/CA/CPA or equivalent degree in Commerce, Business, Economics or Business Economics
- Post Graduate Degree/Diploma in Business with specialization in Finance or equivalent
Certifications (if any) - Certified Research Analyst (NISM)
Experience - 12-15 years of experience in fundamental research spanning at least 3 different sectors
- Working knowledge of technical analysis is a must
- Prior experience with leading a team - Desirable
Technical Skills - In-depth understanding of fundamental analysis
- Ability to build financial models
- Effective written communication including ability to write commentaries and research reports
- Strong understanding of the regulatory environment and the impact of risks is essential
- Ability to educate dealers and clients on report findings of the data analysis
