Lead - Analyst

Skillventory; Mumbai; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Skillventory is seeking a Lead Analyst to drive sector-level thought leadership and revenue-oriented research in the Midcap space. The role blends deep fundamental research with client-facing engagement and team leadership to generate actionable investment ideas for professional investor clients.

The incumbent will mentor associates, deliver timely research outputs, and strengthen the firm's positioning with corporates and investors as a trusted equity research partner.

Qualifications

• In-depth fundamental research on the Midcap sector.
• Translate sector insights into financial models, valuations, and investment theses.
• Deliver timely, actionable investment ideas.
• Mentor and scale research associates, enabling them to take ownership of coverage.

Responsibilities

• Lead in-depth fundamental research on the Midcap sector and convert insights into robust models and theses.
• Interact with institutional clients and professional investors to articulate views and drive alpha.
• Mentor research associates and develop team capabilities for coverage and outputs.
• Organize corporate access events and strengthen market positioning as a sector expert.

Skills

Fundamental research

Client engagement

Leadership

Investment idea generation

Education

CA/CFA/MBA

Job description

The Lead Analyst will be responsible for driving sector-level thought leadership and revenue-oriented research in the Midcap space. The role combines deep fundamental research, client-facing engagement and team leadership, with a clear mandate to generate actionable investment ideas for professional investor clients.

Key Role Expectations:

1. Research Ownership & Idea Generation

• Lead in-depth fundamental research on the Midcap sector through interactions with company management, industry experts, regulators and policymakers.
• Convert qualitative sector insights into robust financial models, valuations, and investment theses.
• Maintain active coverage, delivering timely, actionable calls aligned with market developments.
• Consistently generate money-making research ideas that translate into brokerage and client engagement outcomes.

2. Client & Business Engagement

• Actively interact with institutional clients, professional investors, fund managers, and prop desks.
• Conduct client calls/meetings to articulate views, drive alpha and strengthen relationships.
• Partner with Sales teams to enable meaningful client conversations using sector insights.
• Represent the firm with clients, corporates and occasionally media as a credible sector expert.

3. Leadership & Team Development

• Mentor and scale the capabilities of research associates, enabling them to take ownership of coverage and outputs.
• Drive quality, relevance and timeliness of research deliverables.
• Build a strong internal research culture focused on accountability, analytical rigor and commercial relevance.

4. Corporate Access & Market Positioning

• Organize and anchor corporate access events.
• Strengthen the firms positioning as a trusted equities research partner with corporates and investors.
• Facilitate interactions between corporates, industry experts, and clients.

Education: CA / CFA / MBA from a reputed institute.Role & responsibilities