Job Summary
The Equity Head will be responsible for overseeing the equity trading, investment strategies,
and portfolio management for the organization. The role involves leading the research team,
making high-level investment decisions, managing client portfolios, and ensuring compliance
with regulatory guidelines.
Key Responsibilities
Strategic Leadership
- Develop and implement the overall equity investment strategy.
- Identify market trends, new investment opportunities, and risk management strategies.
- Ensure alignment with the organization's financial goals and objectives.
Portfolio & Investment Management
Oversee equity trading and portfolio management for clients and the firm.Develop customized investment solutions based on market research and analysis.Ensure optimal asset allocation and risk-adjusted returns.Research & Analysis
Lead a team of analysts to conduct fundamental and technical research.Keep up to date with market trends, economic reports, and financial news.Provide investment recommendations based on in-depth market analysis.Client & Stakeholder Management
Work closely with HNIs, institutional clients, and key stakeholders to manageinvestments.
Provide advisory services, performance updates, and investment insights.Ensure high levels of client satisfaction and relationship management.Regulatory & Compliance
Ensure compliance with SEBI and other regulatory authorities.Stay updated on market regulations, exchange rules, and company policies.Implement risk management and governance best practices.Team Leadership & Development
Build and mentor a high-performing equity research and trading team.Conduct training sessions to enhance team knowledge and market expertise.Encourage innovation and a data-driven investment approach.Key Requirements
Education : MBA (Finance) / CFA / CA or equivalent qualification.Experience : 8-15 years of experience in equity markets, broking, or investmentmanagement.
Skills :Strong knowledge of equity markets, investment strategies, and financialmodelling.
Expertise in portfolio management, risk analysis, and asset allocation.Strong leadership, decision-making, and client relationship skills.Proficiency in Bloomberg, Reuters, and other market research tools.Skills Required
asset allocation, Equity Markets, Bloomberg, investment strategies, Risk Analysis, Portfolio Management