Head - Equity Research - Wealth Management Firm

Head - Equity Research

Description of the Role and Profile Requirement

Company: A Leading wealth Management firm

Role: Head- Equity research

Location: Mumbai OR Bangalore

Requirements:

- 25-40 years - CA, MBA and/or CFA with strong research background across all disciplines: Fundamental, Technical and Quantitative

- Location: Mumbai

- Must know how stock picking is done and write research reports

- Must have 10-15 years of experience on the buy-side or sell-side with leadership skills

- Maturity to handle public appearances for promoting the organisation's views, with possibly an history of blogging or posting well-received thematic thoughts on financial social media

- Excellent interpersonal and communication skills

- Must have an expertise and a strong drive for preparing presentation quality research and summaries. Research is invariable in a ppt format.

- Successful small and mid-cap analysts from institutional equity houses with the right drive and skill sets, wanting to make a career as a HOER will also be considered

Responsibilities:

- Serve as Playing Captain - Cover ideas/ stocks and be the "Strategist" for PWM

- Managing and developing a team of research analysts

- Oversee day-to-day activities of the team to deliver actionable research output with great depth and accuracy

- Serve as subject matter expert in equities asset class

- Lead and execute research related projects

- Participate in and contribute during client meetings and conference calls, as needed.

- Engage with clients,sales and product teams to identify, from time-to-time, research focus areas

- Oversee & guide the team on MF analytics and debt research