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.

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.