ValueAdd - Team Lead/Supervisor - Equity

Team Lead / Supervisor - Equity

KEY RESPONSIBILITIES :

Client management :

- Conduct accurate scoping of research assignments/projects

- Meet & surpass the client expectations

- Seek regular client feedback from stakeholders

- Incorporate the feedback & close the loop

- Effective escalation management

- Delivery-cum-relationship management

Delivery management :

- Meet & surpass the delivery client &/or ValueAdd benchmarks in terms of quality & timelines, whichever is tougher

- Successfully independently deliver variety of research assignments including equity modeling, initiation coverage notes, investment idea generation, industry research, research coverage maintenance, news & impact analysis, and M&A analysis

- Deliver and achieve 100% client satisfaction

- Ability to multi-task various assignments and ensure 100% quality and turnaround times

Team management :

- Timely and accurate - Right Staffing- for all the requirements

- Conduct classroom and on-the-job training for team members

- Do regular mentoring & career development plans for team members

- Plan and execute recreational & team events/outings

Marketing, business development, organization development support :

- Support on business proposals, Scope of Work documents, collaterals, and samples

- Effectively contribute on calls with clients and prospects as a - Domain Expert-

- Contribute towards marketing & thought leadership content

- Assist in executing marketing & business development campaigns

- Execute/participate in other organizational development initiatives

Educational, experience, and skills requirements :

- Post graduate/CFA/CA/MBA Finance & equivalent

- 6-10 years of international research experience in equity research, from global banks, wealth management firms, sell-side/buy-side firms, and KPOs

- Hands-on experience in delivering equity research notes/models, public and private company valuation (DCF, SOTP, RV), industry research, and M&A analysis

- Need sound financial/cash flow modeling skills, good analytical writing skills, idea generation capability, and specialization in multiple industries is desirable

- Strong written and verbal communication skills

- Strong quantitative and analytical skills

- Analytical, detail oriented, self-motivated

- Proven client management experience

- Hands-on experience on 3rd party databases is mandatory

Other skills requirement :

- Proven leadership & client management skills

- Strong team player

- Strong professional ethics and business etiquettes

- Preferably onshore experience is preferred

Contact Person : 

Prajakta

7304840249