Bonanza Portfolio - Head - Institutional Research

Institutional Head

Bonanza Portfolio Limited

Venue- House, Plot No. M, Bonanza, 2, Walbhat Rd, Cama Industrial Estate, Goregaon, Mumbai, Maharashtra 400063

Job Descriptions :

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 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.

Must-Haves:

- Educational Qualification: MBA from a leading institution, CFA or CA .

- 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