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Bonanza Portfolio - Head - Research

Bonanza Portfolio - Head - Research

Bonanza PorfolioMumbai, India
13 days ago
Job description

Description :

  • Hiring for Head Research.

Job description :

  • Designation : Head of Research.
  • Experience : 8-10Years.

    • Tentative Job Description :

    Major 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.

    • 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.

    • 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.

    • Product Development :

  • Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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 Educational Qualification : MBA from a leading institution, CFA or CA .
  • Industry Background : Institutional Research.

    • (ref : iimjobs.com)

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