Head of Equity Research-Fundamental Research Analyst-8-10-Mumbai

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 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 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.