We are initiating a search for a Lead Analyst - Fundamentals (sector agnostic - Mid Caps) with Equity Research desk. Exclude BFSI sector analysts, Auto, Auto ancillary, Chemical, Pharma, healthcare sector analysts are preferred.

Sharing below the role expectations and job specifications to help you scout and evaluate relevant profiles.

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 of Nuvama PCG business.

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.

Ideal Backgrounds to Target:

- Sell-side equity research analysts with Midcap coverage

- Buy-side analysts with strong sector knowledge and client interaction exposure

- Professionals from reputed wealth management platforms, brokerages or institutional equities