Head of Research

Experience : 10 to 20 years

CTC : 40 LPA

Location : Andheri West, Mumbai

Key Responsibilities :

• 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