Research Head - Mumbai, India - iimjobs

    iimjobs
    iimjobs Mumbai, India

    3 weeks ago

    Iimjobs background
    Full time
    Description

    Position Name :
    Head - Institutional Research

    Location - Mumbai


    Must-Haves:

    • Educational Qualification : MBA
    • Finance from a leading institution, CFA or CFP or CA or ICWA.

    Industry Background :
    Institutional Research


    Experience :
    Minimum 8 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must.

    Client Servicing
    Experience :
    Proven experience in servicing Instituional Clients

    Companies Under Coverage : 100+

    Skills :
    Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit


    Major Accountabilities:

    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 expertlevel 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 daytoday 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 industryspecific trends, regulatory environments, and identify opportunities in sectors.
    • Formulate and generate themebased trading and investment ideas.

    Strategic Planning:

    • Develop short and longterm 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 roadshows.
    • 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.