Job Description
Major Accountabilities
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.
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.
