Axience - Senior Vice President/Associate Director - Financial Research

Priti Gaikwad; Mumbai City; On-site; INR 6,00,000 - 12,00,000; Full time

Job summary

An established industry player is seeking an experienced professional in financial research to lead and co-lead research delivery across various segments. This role emphasizes unmatched execution and leadership, requiring a strong background in financial and investment research. The ideal candidate will manage client accounts, oversee project delivery, and contribute to the growth and strategy of the firm. With a focus on quality and value, this position offers significant learning and growth opportunities in a dynamic environment. If you are a top performer with a passion for research and leadership, this is the perfect opportunity for you.

Qualifications

• Proven experience in financial research and business analysis.
• Strong leadership and project management skills are essential.

Responsibilities

• Manage multiple client accounts and projects effectively.
• Lead training and development of delivery teams.

Skills

Financial Research

Project Management

Leadership

Analytical Skills

Investment Analysis

Education

Advanced degree from top tier institutions

Job description

We request the candidates to apply for this role only if they strongly believe that they really have a suitable background.

About Axience:
Axience is a professional business services firm, established with a credo of delivering Integrated Bespoke Solutions for our clients. We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team. Our main office is in Mumbai, supported by small satellite capabilities in many other parts of the world.

Financial Research:

1. Under our Financial Research vertical, we support reputable clients in the financial services industry including private and public markets investors, family offices, investment banks and others.
2. The scope ranges from investment analysis, desktop due-diligence, financial modelling, valuation as well as ongoing analyst support for our buy-side clients and equity / credit research and corporate finance analyst support to our sell-side clients.
3. Our business is healthy mix of ongoing support to our clients as well as relatively complex ad-hoc projects.
4. Irrespective of engagement, Axience prides itself in differentiating itself from various competitors by delivering incredible quality and value to small / mid-size outsourcing and research services relationship which requires experienced professionals with strong experience and skills.
5. This mix allows our staff to have arguably better learning and growth opportunities than our peers.

- Axience is looking for an experienced professional with unmatched execution and leadership abilities from third party KPOs or financial services / consulting / research agencies captives who can lead / co-lead research delivery across FR segments.

- Ideally such an individual will have background both in financial and business research however strong / demonstrable and progressive background in financial / investment research is absolutely required.

Delivery:

1. Manage multiple ongoing client accounts and projects and underlying teams.
2. Manage multiple ad-hoc projects and underlying team structure for our financial services clients ranging from equity / credit research, investment banking support, feasibility studies, investment evaluations to due diligence among others and / or strategic / market / business assessment for our corporate and family office clients.
3. Lead and be responsible for pilots and successfully winning new client accounts, driven by an unmatched ownership, quality, execution and leadership abilities.
4. Hold responsibility for ensuring quality of delivery for all / selected clients / projects.
5. Be ultimately responsible for project planning and execution processes proposal preparation, client communication, project plan, team allocation, work review and finalization.

Hiring, Training and Development:

1. Be responsible for supporting management and working alongside / guide HR / admin in effective, efficient and target hiring and enhancing Axience brand among talent and universities.
2. Lead / co-lead training and development of underlying delivery teams.
3. Define framework of minimum deliverables by team members and align hiring and training/development to such framework.

Strategy and Growth:

1. Be responsible for select areas / vertical / themes pre-sales / business development P&L.
2. Support / guide collateral development for business development and marketing related to delivery, thought leadership, whitepapers as well as pitches, emails templates, website and social media.
3. Be directly / indirectly responsible for various pre-sales and BD activities, including managing small teams.
4. While the position requires professionals with core experience in Financial Research, anyone that can also handle strategic research / market sizing / assessment aspects pertaining to investment / commercial due diligence mandates will be more preferred. However, Financial Research skillset is primary requirement.

Required Background and Characteristics:

1. Advanced education from top tier institutions with top 10% academic performance in the class.
2. This role requires professionals who have considered themselves top 5% in the industry and are judged as most dynamic, efficient, organized and skilled demonstrated by their growth and aspirations.
3. Significant relevant and progressive work experience, both as an individual contributor as well as projects lead.
4. Mixed experience in ad-hoc complex projects as well as ongoing relationship and an ability beyond managing / delivering simple research outsourcing engagement.
5. Prior experience of working in KPO / investment banks / captive units of international investment banks / brokerage houses or management consulting.
6. International exposure through travel or education is desired; professional wanting to move back / return to India might be suitable too.
7. If you have taken GMAT an equivalent in past, then GMAT score of 700+ is required; else you will be required to take an aptitude test.
8. The role requires top decile aptitude.