Equity Research & Operations Analyst

Indothai; Indor; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Indothai is seeking a capable professional to manage day-to-day equity research output, client communications, and model portfolio maintenance for its SEBI-registered RA operations. The role drives revenue growth within strict compliance boundaries.

You will handle research, client onboarding, reporting, and regulatory compliance, ensuring ethical standards are maintained while expanding client engagement and revenue in the research services domain.

Responsibilities

• Research & Reporting: Prepare and circulate the daily morning note for clients; draft and update equity research reports.
• Client Communication: Prepare and issue client statements; update clients on performance and queries.
• Client Onboarding & Records: Onboard new clients on the RA platform; conduct KYC and maintain client records.
• Business Development & Growth: Prepare pitches; support client acquisition material and growth initiatives within SEBI RA rules.
• Compliance & Regulatory: Ensure all exchange-related compliance and SEBI RA filings are maintained.
• Operations & Coordination: Coordinate client payouts and follow up on settlements.

Skills

Research

Report writing

Client communication

Regulatory compliance

Job description

To manage day-to-day equity research output, client communication, model portfolio maintenance, client onboarding, business development, and full regulatory compliance for the firm’s SEBI-registered Research Analyst (RA) operations — while driving overall revenue growth of the research vertical within ethical and compliance boundaries.

Key Responsibilities

• Research & Reporting

Prepare and circulate the daily morning note for clientsDraft and update equity research reports on the covered stock universe; track and update results/targetsPrepare reports on stocks in the model portfolio; document and update rationale for each portfolio rotation/changePrepare commodities arbitrage reports

• Client Communication

Prepare and issue client statementsCommunicate with algo trading clients and priority/key clients on updates, performance, and queries

• Client Onboarding & Records

Onboard new clients on the RA platformConduct KYC and maintain accurate, up-to-date client records

• Business Development & Growth

Prepare presentations and pitch decks required to grow the RA business and related service linesSupport business development initiatives — client acquisition material, partner/channel presentations, product/service showcase decksWork towards overall growth in revenue of research services, using all legitimate and ethical means available (referrals, upselling relevant services, improving client retention, supporting sales/marketing efforts) — strictly within SEBI RA regulations and the firm’s compliance framework; no mis-selling, guaranteed-return claims, or unauthorized advisory practices

• Compliance & Regulatory

Ensure all exchange-related compliances are completed on timeDraft and maintain strategy-level compliance documentationHandle all RA-related regulatory compliance (SEBI RA Regulations) and maintain associated records/filingsEnsure all revenue-growth and client-facing activities strictly adhere to SEBI RA regulations, exchange norms, and internal ethical guidelines — compliance is non-negotiable even while pursuing business targets

• Operations & Coordination

Coordinate client payouts and follow up on pending payments/settlementsHandle other related tasks as assigned by management