Head - Equity Research A leading Wealth management firm specializing in managing HNI and UHNI clients is seeking to hire the under said Head of Equity Research Key Responsibilities: Financial: - Delivering well researched ideas (buy and hold as well as trading) to wealth managers and clients. - Maintain rationale for all the calls and present report wherever necessary with recommendations to the clients. - Responsible to increase broking volumes by engaging with relevant stakeholders and constantly maintaining a focus on strategy. People: - Engaging with clients on researched calls effectively to increase share of wallet. - Preparing periodic commentaries on markets, sectors and stocks. - Attend company management meetings and industry meetings. - Ensuring investment opportunities are communicated to clients through cohesive, consistent and easy- to-understand messages. - Represent firm views in media. - Build strong working relationships with internal stakeholders to ensure a strong partnership is formed in order to deliver expected results. - Manage the research team/ analyst team, train a core team of research analysts and to maintain a comprehensive information database. - Ensure that communications channels between research and sales teams is seamlessly put in place through proper systems and process. Risk and Governance: - Ensure research reports, trade recommendations are in line with the quality and business requirements of the organization. - Drive a strong compliance and control culture, by ensuring adherence to compliance, quality standards, internal policies and regulatory obligations Key Dependencies: External - Client relationships - Product and Service providers Internal - Product Team - Wealth Managers - Dealers Key Role Requirements: Education - CFA/CA/CPA or equivalent degree in Commerce, Business, Economics or Business Economics - Post Graduate Degree/Diploma in Business with specialization in Finance or equivalent Certifications (if any) - Certified Research Analyst (NISM) Experience - 12-15 years of experience in fundamental research spanning at least 3 different sectors - Working knowledge of technical analysis is a must - Prior experience with leading a team - Desirable Technical Skills - In-depth understanding of fundamental analysis - Ability to build financial models - Effective written communication including ability to write commentaries and research reports - Strong understanding of the regulatory environment and the impact of risks is essential - Ability to educate dealers and clients on report findings of the data analysis

Mumbai

Head - Equity Research - Wealth Management Firm 

Head - Equity Research - Wealth Management Firm  ,Job Description for Head - Equity Research - Wealth Management Firm  in Workforce Wisdom in  Mumbai for (12-15) years of experience. Apply Now!

Job Description for Head - Equity Research - Wealth Management Firm  in Workforce Wisdom in  Mumbai for (12-15) years of experience. Apply Now!