Lead Analyst – Equity Research – Fundamental – Sell Side HiPos Consulting

The Corporate Institute; Mumbai; On-site; INR 4,200,000 - 7,000,000; Full time

Job summary

The Corporate Institute in Mumbai invites an experienced Lead Analyst to drive sector-level thought leadership in Banking & NBFC, delivering actionable investment ideas for professional investor clients. The role blends deep fundamental research with client engagement and team leadership, with a mandate to generate alpha through robust analysis.

Ideal candidate will have 12–15 years in Equity Research / Capital Markets, with CA/CFA/MBA qualification, and a track record of translating sector

Qualifications

• Strong financial modelling and valuation capabilities.
• Understanding of financial statements and taxation.
• Proven experience in client-facing equity research roles.

Responsibilities

• Lead in-depth fundamental research on Banking & NBFC sector.
• Convert insights into robust financial models, valuations and investment theses.
• Deliver timely, actionable calls aligned with market developments.
• Mentor and scale the capabilities of research associates.

Skills

Financial modelling

Valuation skills

Financial statements

Taxation knowledge

Client engagement

Decision making

Relationship management

Sector research

Leadership

Communication skills

Education

CA/CFA/MBA

Job description

Role Objective:

The Lead Analyst will be responsible for driving sector-level thought leadership and revenue-oriented research in the Banking & NBFC 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 PCG business.

Key Role Expectations:

1. Research Ownership & Idea Generation:

• – Lead in-depth fundamental research on the Banking & NBFC 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 firm’s 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.

Experience

• – 12 – 15 years of relevant experience in Equity Research / Capital Markets, preferably with strong sector exposure.
• – Demonstrated experience in client-facing research roles with institutional investors.

Core Competencies

• – Strong understanding of business models, financial statements, accounting, and taxation.
• – Advanced financial modelling and valuation skills.
• – Ability to simplify complex sector developments into clear investment narratives.
• – Strong decision-making and relationship management capabilities.

Behavioural Attributes

• – High ownership mindset and commercial orientation.
• – Excellent written and verbal communication skills.
• – Comfortable engaging with senior corporate leadership, fund managers and regulators.
• – Ability to perform under tight timelines and market pressure.

Ideal Backgrounds to Target

• – Sell-side equity research analysts with Midcap coverage
• – Buy-side analysts with strong sector knowledge and client interaction exposure
• – Professionals from reputed wealth management platforms, brokerages or institutional equities