Lead Analyst – Equity Research – Midcap/Capital Markets Skillventory

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

Job summary

The Corporate Institute in Mumbai seeks a Lead Analyst to drive sector-level thought leadership and revenue-oriented research in the Midcap space. The role combines deep fundamental work, client-facing engagement and team leadership to generate actionable investment ideas for professional investors.

The ideal candidate has 12–15 years in Equity Research or Capital Markets, with strong Midcap exposure and a track record of meeting institutional clients.

Qualifications

• 12–15 years of equity research or capital markets experience.
• Strong midcap sector coverage preferred.
• Experience in client-facing research roles.

Responsibilities

• Lead in-depth fundamental research on the Midcap sector.
• Convert insights into robust valuations and investment theses.
• Engage with institutional clients and strengthen relationships.
• Mentor research associates and build team capabilities.

Skills

Equity Research

Client Engagement

Financial Modelling

Valuation

Leadership

Regulatory Knowledge

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 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 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 Midcap 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.