Lead – Equity Advisory

Systematix Private Wealth; Mumbai; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

A leading wealth management firm in Mumbai seeks a Lead - Equity Advisor to drive equity investment strategies and manage model portfolios. Ideal candidates will have 10-15 years of experience in portfolio management or equity research, strong stock-picking skills, and the ability to translate sophisticated research into actionable portfolios for clients. The role involves close liaison with institutional research teams and advising on equity positions, requiring excellent communication skills and a solid track record in investment decision-making. Preferred qualifications include an MBA in Finance or CFA certification.

Qualifications

• 10–15 years of experience in portfolio management or equity research.
• Proven track record in stock selection and management of equity portfolios.

Responsibilities

• Drive equity investment views and manage model portfolios.
• Generate investment ideas based on fundamental analysis and market outlook.
• Liaise with institutional research teams and filter insights for clients.
• Support advisory teams with equity intelligence and client presentations.
• Ensure adherence to compliance norms and guide junior analysts.

Skills

Stock picking

Equity analysis

Fundamental analysis

Financial modeling

Strong communication skills

Education

Postgraduate degree in Economics, Finance, or related field

MBA (Finance)

CFA (Charterholder or advanced level candidate)

Job description

Lead - Equity Advisor will be responsible for driving the firm’s equity investment views, generating short- to medium-term stock ideas, and managing equity model portfolios across client segments. The role requires strong bottom-up stock-picking skills, sectoral understanding, and the ability to bridge institutional-quality research with wealth management portfolio needs. The incumbent will also act as the primary interface with institutional research teams to source, evaluate, and curate investment ideas.

Key Responsibilities

Equity Research & Stock Selection

• Generate high-conviction short- to medium-term equity investment ideas based on fundamental analysis, sectoral trends, earnings outlook, and valuation frameworks.
• Conduct in-depth company and sector research covering financials, business models, competitive positioning, management quality, and key risks.
• Track corporate developments, results, and market news to proactively refine investment views.
• Design, maintain, and periodically rebalance equity model portfolios aligned to different risk-return objectives and investment styles.
• Ensure portfolio construction reflects diversification, liquidity considerations, and risk management principles.
• Monitor portfolio performance, attribution, and downside risks on an ongoing basis.

Institutional Research Liaison

• Liaise closely with institutional research teams at equity broking houses and research partners to access sector reports, company notes, and thematic ideas.
• Filter, validate, and adapt institutional research insights for relevance to wealth management clients.
• Participate in analyst interactions, management meets, and earnings calls as required.

Client & Advisory Support

• Support relationship managers and advisors with equity views, stock rationales, and portfolio positioning.
• Participate in client meetings, investment discussions, and presentations for HNI/UHNI clients when required.
• Contribute to equity-related client communication and advisory material.
• Provide inputs to the broader investment strategy team on equity market outlook, sector rotation, and style preferences.
• Coordinate with asset allocation and product teams to ensure equity views are aligned with overall portfolio strategy.

Governance & Processes

• Maintain clear documentation of investment rationale and exit criteria for recommended stocks.
• Ensure adherence to internal research processes, compliance norms, and regulatory guidelines.
• Mentor and guide junior analysts, if applicable.

Candidate Profile

Experience

• 10–15 years of experience as a Portfolio Manager, Equity Research Analyst, or Senior Research professional at equity broking houses, PMS/AIF platforms, asset managers, or institutional research firms.
• Strong track record in stock selection and equity portfolio management.

Educational Qualifications

• Postgraduate degree in Economics, Finance, or a related field
• MBA (Finance) preferred
• CFA (Charterholder or advanced level candidate preferred)
• Deep understanding of equity markets, sectors, and individual stocks.
• Strong fundamental research, valuation, and financial modeling skills.
• Ability to translate institutional-quality research into actionable wealth advisory ideas.
• Excellent communication and presentation skills.
• High conviction, accountability, and sound judgment in investment decision-making.