Bonanza Portfolio - Mumbai, India - Bonanza Portfolio Limited

Description

• 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.

• 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.

• 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.

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

• 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.

• Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.
• Formulate and generate themebased trading and investment ideas.

• 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.

• Handle client interactions, conference calls, corporate meetings, industry visits, and roadshows.
• Build and maintain a strong network in the industry.

• 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

• 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

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