Head of Research - Equity

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; Vor Ort; INR 4.000.000 - 6.500.000; Vollzeit

Zusammenfassung

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai invites a seasoned Head of Research to lead the Institutional Desk, drive top-tier research products, and raise the firm’s profile with fund managers and buy-side clients.

The role reports to the CEO and focuses on building a robust research team, overseeing coverage lists, and delivering reports, roadshows, and media visibility to advance institutional revenues while complying with regulatory standards.

Qualifikationen

• Minimum 10 years of Institutional Equity research experience with multi-sector coverage.
• Strong communication, presentation and research report writing skills.
• Extensive network with Fund Managers and buy-side players.

Aufgaben

• Oversee the Institutional Research team and guide them in producing reports for institutional clients.
• Publish key theme reports, roadshows and thought leadership notes.
• Maintain visibility in digital and print media for the team and its work.
• Collaborate with Institutional Sales to onboard new clients and grow institutional revenues.
• Ensure regulatory compliance in collaboration with the Compliance department.

Kenntnisse

Communication skills

Presentation skills

Research report writing

Leadership

Strategic thinking

Ausbildung

CFA

MBA

CA

Jobbeschreibung

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:

• 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.

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.