Technical Analyst - Equity Market - Global Wealth Management

Technical Analyst

ASSIGNMENT BRIEF

Position Title : Technical Analyst

Business : Global Wealth Management

Work Location : BKC - Mumbai

Position reporting to : SVP - Technical Research

Key Responsibilities:

Technical Analysis:

- Conduct technical analysis of equity markets, utilising various tools and methodologies to interpret price patterns, trends, and market behaviour.

- Evaluate historical price data, volume trends, and other technical indicators to forecast future price movements of stocks and equity indices.

Equity Research:

- Research and analyse individual stocks, sectors, and industries to identify investment opportunities and potential risks.

- Generate detailed reports and investment recommendations based on technical analysis findings, supporting UHNI and corporate clients in making informed investment decisions.

Strategy Formulation:

- To develop and implement investment strategies based on comprehensive sector research and analysis.

- To provide recommendations to sales teams and decision-makers on potential investment opportunities within the sector.

- Collaborate with a cross-functional team - including sales, trading, risk management, and compliance, to ensure alignment of research strategies and activities.

Client Engagement:

- Collaborate closely with relationship managers and investment advisors to understand client requirements and tailor technical analysis insights to meet their investment objectives.

- Present research findings and investment recommendations to UHNI and corporate clients, providing clear explanations of technical concepts and market insights.

Market Monitoring:

- Stay updated on global and domestic market trends, economic indicators, and regulatory developments impacting equity markets.

- Monitor news flow, corporate announcements, and earnings reports to assess their impact on stock prices and adjust investment strategies accordingly.

Risk Management:

- Assess and manage risks associated with investment strategies, including volatility, liquidity, and market fluctuations.

- Implement risk management techniques and stop-loss mechanisms to protect client portfolios from adverse market movements.

Qualifications and Skills:

- Grad/ Post Grad. in Finance, Economics, or CFA designation, CMT preferred.

- Proven experience in technical analysis within the equities segment, preferably serving UHNI and corporate

- Proficiency in using technical analysis tools and software, such as charting platforms, statistical software, and financial databases.

- Strong analytical skills with the ability to interpret complex market data and trends effectively.

- Excellent communication and presentation skills, with the ability to convey technical concepts and investment recommendations to diverse audiences.

- Ability to work collaboratively in a fast-paced environment, managing multiple priorities and deadlines effectively.

- Sound understanding of financial markets, investment products, and regulatory frameworks governing equity investments.