Head of Research - Equity

Intellectual Capital HR Consulting Pvt. Ltd.; Ernakulam; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai, India, seeks a Head of Research for the Institutional Desk to lead the team, engage with fund managers and buy-side clients, and drive high-quality research products.

You will build relationships with CXOs, oversee reports and roadshows, ensure compliance, and foster growth of institutional revenue while mentoring a strong research team.

Qualifications

• Minimum 10 years of institutional equity research experience with multi-sector coverage.
• Strong communication, presentation, and research report writing skills.
• Leadership in mentoring and developing a high-performance research team.

Responsibilities

• Oversee and develop the Institutional Research team and lead client meetings.
• Publish key theme reports and thought leadership notes.
• Plan road shows and maintain visibility in media.
• Ensure regulatory compliance with guidance from the compliance department.

Skills

Team leadership

Relationship management

Report writing

Client meetings

Education

CFA, CA, or MBA from Premier Institutes

Job description

Title: Head of Research - Institutional Desk

Reports To: CEO

Department Name: Institutional Research

Location/Country: Mumbai, India

I. Job Summary

The Head of Research, reporting directly to the CEO, will lead the Institutional Research team and drive the production of high-quality research products. This role focuses on establishing the company as a reputable entity in the Institutional Research domain. The individual will engage closely with Fund Managers, Analysts, and key players in financial institutions such as AIFs/AMCs/PMSs.

Key responsibilities include:

• 1. Talent management: Overseeing analysts and collaborating with internal teams like Institutional Sales.
• 2. Cultivating and leveraging professional relationships with key Institutional Clients to foster business growth.
• 3. Directly managing and developing a proficient Research Team to cater to Institutional Clients' needs while maintaining high research standards.
• 4. Approving coverage lists and collaborating on key research reports, theme pieces, economic views, and event coverage.
• 5. Contributing to the growth of Institutional revenue streams.
• 6. Ensuring research team compliance with regulatory standards in collaboration with the compliance department.

II. Job Duties/Responsibilities

% of Time Essential/Non-Essential Activity

• 40% Essential Team management & development + Client Meetings:
  • Supervising the Institutional Research team and guiding them in producing relevant reports for Institutional Clients.
  • Conducting client meetings.
• 35% Essential Own Reports, Roadshows & Media:
  • Publishing key theme reports and thought leadership notes.
  • Planning and executing activities like road shows.
  • Maintaining visibility in digital and print media for self and team.
• 25% Essential Others:
  • Monitoring regulatory developments affecting key segments.
  • Collaborating with Institutional Sales to onboard new clients.
  • Building internal relationships for company Research's premier positioning among top brokers in India.

III. Requirements

Desirable Qualifications:

• CFA, CA, or MBA from Premier Institutes.

Knowledge, Skills, and Abilities:

• Strong communication, presentation, and research report writing skills.
• Perseverance, patience, flexibility, and adaptability.
• Strategic thinking and leadership in relationship building.
• Problem-solving and decision-making skills aligned with business principles.
• Leadership qualities focused on team development, mentoring, and fostering a learning culture.
• Minimum 10 years of Institutional Equity research experience with multi-sector coverage.
• Extensive network with Fund Managers and buy-side players.
• Strong corporate connections at CXO levels.