Research Head - Financial Services Firm

Research Report Creation:

- Lead the creation of in-depth research reports to support investment decisions for PMS and AIF portfolios.

- Research reports for the BUY side institutions.

- Conduct thorough analysis of market trends, economic indicators, and company fundamentals to generate actionable insights.

Team Leadership and Hiring:

- Recruit, hire, and mentor a team of analysts responsible for designing portfolios and publishing research reports.

- Provide guidance and direction to analysts to ensure the quality and accuracy of research output.

Single Point of Contact (SPOC):

- Act as the primary point of contact for model portfolios and research for proprietary business, PMS, AIF, and domestic institutions.

- Liaise with internal stakeholders and external clients to understand research requirements and deliver tailored solutions.

Client Servicing:

- Serve domestic institutions by providing research reports and insights to support their investment decisions.

- Collaborate with clients to understand their needs and preferences, ensuring timely delivery of research solutions.

- Customising reports and portfolios of the clients.

- Supporting clients in optimising existing portfolios.

Digital Marketing Support:

- Provide input and ideas to the digital marketing team for creating flyers and promotional materials based on research insights.

- Ensure alignment of marketing efforts with research findings to enhance client engagement and brand visibility.

Requirements:

- CFA or equivalent degree in finance, economics, or a related field.

- NISM certification for PMS, Research Analyst, and Investment Advisor.

- More than 7 years of experience in leading a research desk, preferably in a PMS house.

- He should have used Bloomberg, Reuters, ACE terminals for research.

- Strong presentation skills with the ability to communicate complex ideas effectively.

- Thorough understanding of regulatory compliance requirements.

- Proven track record of managing research teams and delivering high-quality research reports.

- Analytical mindset with a keen eye for detail and the ability to interpret market data and trends accurately.