Role : Head of Equity Research( Fundamental Research Analyst)
Location : Mumbai
Experience : 8 to 10 Years
Qualification : MBA,CFA,CA
Job Description :
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 toequities.
2. Client Coordination :
Regularly coordinate with Institution clients, Private Client Group (PCG), High Net WorthIndividuals (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 ofcompanies.
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 segmentof the company clientele.
5. Financial Modeling and Analysis :
Develop financial models reflecting companies' overall performance and valuation to supportsound investment decisions.
Close monitoring of companies in the existing portfolio and timely adjustments based onmarket conditions.
6. Market Analysis and Theme-Based Ideas :
Analyze industry-specific trends, regulatory environments, and identify opportunities insectors.
Formulate and generate theme-based trading and investment ideas.7. Strategic Planning :
Develop short and long-term business strategies, including investment ideas and stockrecommendations, aligning with overall business objectives.
Understand business problems and opportunities, recommend solutions to achieveorganizational goals.
8. Client Interactions and Networking :
Handle client interactions, conference calls, corporate meetings, industry visits, and roadshows.
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 onindividual equities across sectors and market capitalization.
Oversee budgets and policies for the Research Department.