Research Head (Buy Side)

Location: BKC.

Mumbai

Business: Asset Management

About the Company:

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.

With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.

We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role:

We are looking for an experienced professional to lead our buy-side research function for the Asset Management business at Systematix Group.

The role involves building and managing a high-performing research team, driving investment strategies, and supporting portfolio managers with actionable insights.

Key Responsibilities:

- Lead fundamental equity research across 3-4 key sectors (e., Banking & Financial Services, IT, FMCG, Consumer Discretionary, Industrials, and Healthcare).

- Build and refine sectoral models, including earnings forecasts, cash flow modelling, and valuation frameworks (DCF, relative multiples, scenario analysis).

- Track macro and microeconomic indicators relevant to covered sectors, including policy, regulatory, and industry-specific trends.

- Provide well-reasoned stock recommendations with clear risk-reward assessments for inclusion in buy-side portfolios.

- Collaborate with portfolio managers to align research with investment themes, analysing risk, and portfolio construction objectives.

- Supervise and mentor Associates, Analysts, ensuring timely delivery of high-quality research reports, investment theses, and sector updates.

- Participate in corporate management calls, analyst meets, and industry events to gather insights and validate investment assumptions.

- Partner with business leadership on new product ideas, thematic research pieces, and client presentations.

- Engage with senior management to support product development and business growth initiatives.

- Monitor macroeconomic, regulatory and market trends to identify new opportunities and risks.

- Represent the research function in client interactions, investor presentations, and business forums.

Candidate Requirements:

- Postgraduate/CA/CFA/MBA in Finance, Economics, or related discipline.

- 8-12 years of experience in buy-side equity research, portfolio strategy, or asset management.

- Proven expertise in fundamental analysis, valuation, and investment thesis building.

- Strong understanding of the asset management landscape, distribution channels, and client needs.

- Leadership skills with the ability to mentor analysts and collaborate across business units.

- Excellent communication, presentation, and stakeholder management skills