AddressPosition Name : Head - Institutional Research
Location - Mumbai
Must-Haves:
- Educational Qualification : MBA - Finance from a leading institution, CFA or CFP or CA or ICWA.
Industry Background : Institutional Research
Experience : Minimum 8 years with at least 5+ years leading/supervising teams, Experience in Institutional Research is a must.
Client Servicing Experience : Proven experience in servicing Instituional Clients
Companies Under Coverage : 100+
Skills : Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit
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.
