Head of Research Analyst (Investment) Full Time

• 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.
• 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 Department.

Skills: corporate meetings,research,conducting,adjustments,head of research analyst (investment),financial modeling,capitalization,equities,valuation,design,investment