Head - Equity Research - IIM/ISB/FMS/MDI

Head of Research

Title: Head of Research - Institutional Desk

Reports To: CEO

Department Name: Institutional Research

Location/Country: Mumbai, India

I. Job Summary:

The Head of Research, reporting directly to the CEO, will lead the Institutional Research team and drive the production of high-quality research products. This role focuses on establishing the company as a reputable entity in the Institutional Research domain. The individual will engage closely with Fund Managers, Analysts, and key players in financial institutions such as AIFs/AMCs/PMSs.

Key responsibilities include:

1. Talent management: Overseeing analysts and collaborating with internal teams like Institutional Sales.

2. Cultivating and leveraging professional relationships with key Institutional Clients to foster business growth.

3. Directly managing and developing a proficient Research Team to cater to Institutional Clients' needs while maintaining high research standards.

4. Approving coverage lists and collaborating on key research reports, theme pieces, economic views, and event coverage.

5. Contributing to the growth of Institutional revenue streams.

6. Ensuring research team compliance with regulatory standards in collaboration with the compliance department.

II. Job Duties/Responsibilities:

% of Time Essential/Non-Essential Activity

40% Essential Team management & development + Client Meetings:

- Supervising the Institutional Research team and guiding them in producing relevant reports for Institutional Clients.

- Conducting client meetings.

35% Essential Own Reports, Roadshows & Media:

- Publishing key theme reports and thought leadership notes.

- Planning and executing activities like road shows.

- Maintaining visibility in digital and print media for self and team.

25% Essential Others:

- Monitoring regulatory developments affecting key segments.

- Collaborating with Institutional Sales to onboard new clients.

- Building internal relationships for company Research's premier positioning among top brokers in India.

III. Requirements:

Desirable Qualifications:

- CFA, CA, or MBA from Premier Institutes.

Knowledge, Skills, and Abilities:

- Strong communication, presentation, and research report writing skills.

- Perseverance, patience, flexibility, and adaptability.

- Strategic thinking and leadership in relationship building.

- Problem-solving and decision-making skills aligned with business principles.

- Leadership qualities focused on team development, mentoring, and fostering a learning culture.

- Minimum 10 years of Institutional Equity research experience with multi-sector coverage.

- Extensive network with Fund Managers and buy-side players.

- Strong corporate connections at CXO levels.