- Research Strategy & Coverage : Develop a sector-agnostic research framework with actionable investment ideas using both top-down and bottom-up approaches; lead financial modeling, thematic research, and macroeconomic insights.
- Portfolio Advisory : Support portfolio reviews and alignment with model portfolios (e.g., Invest@30, Value Basket), and collaborate with product teams using cross-functional research.
- Team Leadership : Mentor analysts, oversee timely report delivery, and coordinate with cross-functional teams for seamless research integration and compliance.
- Thought Leadership : Represent firm insights through webinars and analyst meets; lead internal training and knowledge-sharing initiatives.
- Compliance : Ensure adherence to SEBI RA & PMS guidelines and manage periodic reporting and audit alignment.
Key Skills :
- Technical : Equity research, financial modelling, derivatives, macro coverage, Excel / Bloomberg tools.
- Commercial : Research-to-portfolio mapping, idea monetization, reporting discipline.
- Personal : Strategic, process-driven, agile under pressure, strong team player.
- Social : Effective communicator, team mentor, media / webinar participation.
KRA (Key Responsibility Area) :
Research Coverage & Publishing
Portfolio Review & Model Support
Thematic Reports & Outlooks
IPO & Special Project Notes
Team Management & Output Quality
Compliance & Governance
KPI (Key Performance Indicator) :
Maintain 100% coverage with weekly / monthly stock ideas
Review PMS / Model Basket portfolios quarterly
Minimum 8 thematic / sectoral reports / year
Publish timely IPO, SME, Budget, Event Notes
100% report publishing adherence; zero-delay flags
Zero regulatory breach; 100% compliance