Sector: BFSI (India)

Sub Sector: Exchanges, AMC, Registrar and Transfer Agents (RTAs), Depositories, - Brokers and Wealth Managers

Team: Institutional Equity Research Desk

Location: Mumbai

About our Client

Our client is a leading investment bank renowned for its exceptional Institutional Equities business. With a strong focus on providing outstanding financial services, they have established themselves as a trusted partner for institutional investors. Known for their thought-provoking research and rapid growth, our client's Institutional Equities division is highly respected in the industry. With a presence in India, Singapore, and the US, they serve a diverse client base of over 150 organizations.

At our client's institution, employees are encouraged to embrace roles outside their comfort zones, fostering a culture of continuous growth and development. The organization offers excellent career growth opportunities, backed by a strong management team that supports and

nurtures employees' professional growth intellectually. Moreover, they prioritize the well-being of their staff, going the extra mile to ensure a healthy work environment.

Joining our client's esteemed organization means being part of a dynamic team that shapes the future of institutional equities. With a focus on growth, support, and employee well-being, our client provides an inspiring environment to thrive and succeed in the financial industry.

Key Responsibilities:

This role requires a seasoned and self-driven Equity Research Analyst capable of operating with significant autonomy, driving thought leadership, and delivering high-quality, differentiated research products to institutional clients and contributing to the firm's brokerage revenue. The successful candidate will:

Lead Sector Coverage & Thematic Research:

- Initiate, develop, and maintain comprehensive equity research coverage of companies listed on Indian stock exchanges within the Capital Markets BFSI sector, specifically focusing on Exchanges (e.g., NSE, BSE), Asset Management Companies (AMCs), Registrar and Transfer Agents (RTAs), Depositories (e.g., NSDL, CDSL), Brokerage Firms, and Wealth Managers.

- Drive a deep-dive, bottom-up research approach to uncover unique insights and develop differentiated investment theses beyond consensus views, providing actionable recommendations for institutional investors.

- Identify, conceptualize, and produce compelling thematic research reports and white papers on key trends, regulatory changes (e.g., SEBI, RBI), technological disruptions (e.g., Fintech, AI/ML impact), and structural shifts impacting the Indian Capital Markets landscape, to position the firm as a thought leader.

Financial Modeling & Valuation Expertise:

- Develop, maintain, and continuously refine sophisticated financial models (including DCF, relative valuation, sum-of-parts, and other relevant methodologies) for covered companies, ensuring accuracy and flexibility to incorporate various scenarios.

Conduct rigorous sensitivity analysis and stress testing to assess potential risks and opportunities for investment recommendations.

- Maintain detailed sector databases, historical financial data, and key performance indicators (KPIs) to support comprehensive analysis

Report Generation & Content Creation:

- Produce high-quality, articulate, and impactful research reports, including initiating coverage reports, quarterly earnings previews/reviews, event-driven updates, macro-economic impact analyses, and comprehensive sector outlooks.

- Ensure all research content is well-structured, evidence-based, and presents clear, actionable investment recommendations backed by robust analysis, designed for consumption by a diverse institutional client base.

Company & Industry Engagement:

- Regularly interact with senior management of covered companies, attend investor calls, analyst meets, AGMs, industry conferences, and regulatory briefings to gather qualitative insights and maintain up-to-date industry intelligence.

- Proactively engage with industry experts, consultants, and market participants to deepen understanding of sector dynamics and competitive landscapes, enhancing the depth and breadth of research insights.

Client Communication & Stakeholder Engagement:

- Effectively articulate and present investment ideas and research findings to external institutional investors (e.g., fund managers, hedge funds, mutual funds), internal sales teams, trading desks, and portfolio managers through written reports, presentations, and direct engagements.

- Proactively build and maintain strong, long-term relationships with institutional clients, understanding their investment needs and providing tailored insights that drive client engagement, trading activity, and ultimately, brokerage revenue generation for the firm.

- Collaborate closely with internal stakeholders such as the CIO, sales, and trading teams to ensure research efforts are aligned with market opportunities and client demand.

Market & Regulatory Monitoring:

- Continuously track and analyze macro-economic indicators, domestic and global market trends, and regulatory developments from bodies like SEBI, RBI, and government policies that could influence the Capital Markets sector.

- Assess the potential impact of these trends on covered companies and revise investment theses accordingly, informing investment recommendations and client discussions.

Qualifications:

- CA qualification

- MBA in Finance, Economics, or a related field.

- CFA certification is a plus.

Experience

- Minimum of 4 - 8 years of experience in equity research, with a strong focus on the Capital Market sector

Skills and Knowledge

- Proven ability to think critically, conduct in-depth analysis, and provide differentiated perspectives on companies within the sector.

- Strong sectoral knowledge and ability to connect global trends with the BFSI industry

- Familiarity with the latest technology trends and their impact on the sector.

- Excellent presentation and communication skills, with the ability to articulate complex ideas to institutional clients.

- Track record of generating revenue through research products and cultivating strong client relationships.

- Strong analytical skills and proficiency in financial modeling and valuation techniques.

- Ability to work independently, manage multiple priorities, and thrive in a fast-paced, deadline-driven environment.

If you are a seasoned equity research professional with a passion for thinking out of the box, deep diving into companies, and delivering a differentiated equity research product, we invite you to join our client's esteemed organization. This is an exceptional opportunity to be part of a leading investment bank, working with a talented team, and contributing to the success of institutional clients.

Pro

Follow Up

Didn’t find the job appropriate? Report this Job

Posted By

HR at HAACHI Business Solutions Private Limited

Last Active: 28 November 2025

Job Views:
393

Applications: 135

Recruiter Actions: 53

Posted in

Banking & Finance

Job Code