Head of Research - Equity

Intellectual Capital HR Consulting Pvt. Ltd.; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai, India, seeks a seasoned Head of Research for the Institutional Desk. The role leads the Institutional Research team, engages with fund managers and key institutional clients, and drives high-quality research production and thought leadership.

The candidate will shape coverage, reports, and media visibility while ensuring regulatory compliance and strong client relationships to grow institutional revenue. The position reports to the CEO.

Qualifications

• Minimum 10 years of Institutional Equity research experience with multi-sector coverage.
• CFA, CA, or MBA from Premier Institutes preferred.
• Strong communication, presentation, and research report writing skills.

Responsibilities

• Oversee the Institutional Research team and guide production of reports for institutional clients.
• Conduct client meetings and cultivate relationships with Fund Managers and buy-side players.
• Publish key theme reports, thought leadership notes and coordinate road shows.
• Ensure regulatory compliance in collaboration with the compliance department.
• Foster growth of institutional revenue streams and premier positioning among top brokers in India.

Skills

Team leadership

Communication

Presentation

Research report writing

Strategic thinking

Relationship building

Mentoring

Negotiation

Client meetings

Problem solving

Education

CFA

CA

MBA (Premier Institute)

Job description

Title: Head of Research - Institutional Desk

Reports To: CEO

Department Name: Institutional Research

Location/Country: Mumbai, India

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:

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

Job Duties/Responsibilities

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.

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.