Hear - Research (CA/CFA/MBA)

Recex.co; Mumbai Suburban; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A financial services company in Mumbai is seeking a Finance Analyst to lead a team in making strategic investment recommendations, managing client relationships, and developing product offerings. The ideal candidate will have experience in financial modeling and be skilled in analyzing market trends to identify investment opportunities.

Responsibilities

• Generate timely investment recommendations and accurately analyze stocks.
• Regularly coordinate with institutional clients and maintain strong relationships.
• Lead a team of equity research analysts in generating new investment ideas.
• Design product offerings tailored to company clientele.
• Develop financial models to support investment decisions.
• Analyze industry trends and identify investment opportunities.
• Develop short and long-term business strategies.
• Build and maintain networking industry connections.
• Publish research reports on investment opportunities in Indian equity markets.

Job description

Responsibilities

• Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.
• Investment Recommendations and Analysis: Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.
• Client Coordination: Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. Address day-to-day queries from clients and maintain strong client relationships.
• Team Leadership And Guidance: Lead and guide the equity research analyst team in conducting research and valuation of companies. Generate new ideas, meet with company managements, and present to institutional investors.
• Product Development: Design and develop product offerings from the Research department tailored for each segment of the company\'s clientele.
• Financial Modeling And Analysis: Develop financial models reflecting companies\' overall performance and valuation to support sound investment decisions. Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.
• Market Analysis And Theme-Based Ideas: Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors. Formulate and generate theme-based trading and investment ideas.
• Strategic Planning: Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives. Understand business problems and opportunities, recommend solutions to achieve organizational goals.
• Client Interactions And Networking: Handle client interactions, conference calls, corporate meetings, industry visits, and road shows. Build and maintain a strong network in the industry.
• Research Reports And Publications: Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization. Oversee budgets and policies for the Research Department.

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Human Resources Services