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ULJK Financial Services - Head - Institutional Research

ULJK Financial Services - Head - Institutional Research

ULJK Financial Services Private LimitedMumbai, India
14 days ago
Job description

Leadership & Strategy

  • Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs.
  • Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.
  • Maintain high-quality research output, ensuring accuracy and compliance with industry standards.

Equity Research & Analysis :

  • Conduct in-depth fundamental and macroeconomic research to generate investment ideas from team.
  • Review and refine financial models, valuation methodologies, and industry trends.
  • Monitor corporate earnings, policy changes, and global market movements that impact investment decisions.

    • Client Engagement & Presentations :

  • Present research findings to institutional clients, including fund managers, hedge funds, and FIIs.
  • Develop strong relationships with key institutional clients, understanding their research needs and preferences.
  • Represent the firm at industry conferences, investor meets, and corporate events.

    • Team Management & Development :

  • Lead, mentor, and develop a team of equity research analysts across multiple sectors.
  • Ensure skill enhancement through training, workshops, and knowledge sharing sessions.
  • Establish a high-performance culture within the research team.

    • Collaboration with Sales & Trading :

  • Work closely with the Institutional Sales and Trading teams to align research insights with client requirements.
  • Support sales efforts by providing market insights, stock calls, and thematic reports.
  • Contribute to idea generation for proprietary trading and institutional sales.

    • Key NISM Certification MBA (Finance) / CFA / CA or equivalent 5+ years in equity research, with at least 3-5 years in a leadership role.

    Expertise : Strong knowledge of financial modelling, valuation techniques, and sector-specific Excellent analytical, communication, and presentation skills.

  • Strong leadership and team management abilities.
  • Ability to build client relationships and influence decision-making.
  • Institutional interaction with buy side analyst / fund Managers.

    • Preferred Candidates :

  • Prior experience in sell-side or buy-side research covering key sectors.
  • A proven track record of successfully leading research teams and enhancing institutional business.

    • (ref : iimjobs.com)

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    Financial Research • Mumbai, India