Responsibilities:

- Research & Financial Analysis: Conduct in-depth analysis of companies, sectors and market dynamics by evaluating financial performance, industry trends and econometric indicators to generate actionable insights.

- Sector Modelling & Competitive Intelligence: Develop and maintain detailed financial models, industry databases, valuation frameworks and earnings forecasts for the sector.

- Benchmarking: Compare a company's valuation and operational metrics to its peers and drive impact through votes, business calls, meetings, and post release calls.

- Writing quality and presentation: Prepare investment write-ups and presentations with consistency in quality, quantity and timing of analysis and publish high-quality company-specific research reports with actionable investment recommendations.

- Research Quality: Mentor junior analysts by providing strategic guidance, enhancing research capabilities and driving high-quality analytical output across the team.

- Relationship Management: Build and maintain relationships with asset managers, pension funds, institutional investors, corporates and key industry stakeholders while supporting institutional sales through client engagements, roadshows, conferences and investor outreach, including securing relationships and votes from key FIIs and DIIs.

- Market Credibility: Ranked in Institutional Investor & Asia Money would be preferred, and the candidate must be well networked and up to date with key developments in the domain.

Skills:

- Prior experience in sell-side brokerage or buy-side research within the Insurance & AMC sector with strong domain expertise and industry understanding.

- Recognized by institutional clients or buy-side investors in industry/broker polls/surveys/votes.

- Proven track record of publishing high-quality research reports and generating differentiated investment ideas.

- Strong quantitative, analytical, problem-solving and excellent communication skills with the ability to synthesize qualitative insights effectively.

- Entrepreneurial mindset with the ability to lead teams, drive engagement and effectively serve as the second-in-command to the Lead Analyst, supporting strategic decision-making.

- Strong institutional client engagement with high ethical standards and professional integrity.

- CA/CFA/MBA with a minimum of 10+ years of relevant sell-side sector experience.

Strategic Capabilities:

- Established relationships with institutional investors and corporate management teams.

- Strong understanding of the Indian Insurance & AMC Sector ecosystem and evolving landscape.

- Experience covering Insurance & AMC Sector companies will be preferred.

Reporting to: As per the reporting structure.

Salary Bandwidth: Depending on candidates background and experience.