ULJK Financial Services - Head - Institutional Research

Description:

- Develop and execute a comprehensive research strategy aligned with market trends and institutional client needs.

- Oversee the research team's coverage across various sectors, ensuring timely and actionable insights.

- Maintain high-quality research output, ensuring accuracy and compliance with industry standards.

Equity Research & Analysis:

- Conduct in-depth fundamental and macroeconomic research to generate investment ideas from team.

- Review and refine financial models, valuation methodologies, and industry trends.

- Monitor corporate earnings, policy changes, and global market movements that impact investment decisions.

Client Engagement & Presentations:

- Present research findings to institutional clients, including fund managers, hedge funds, and FIIs.

- Develop strong relationships with key institutional clients, understanding their research needs and preferences.

- Represent the firm at industry conferences, investor meets, and corporate events.

Team Management & Development:

- Lead, mentor, and develop a team of equity research analysts across multiple sectors.

- Ensure skill enhancement through training, workshops, and knowledge sharing sessions.

- Establish a high-performance culture within the research team.

Collaboration with Sales & Trading:

- Work closely with the Institutional Sales and Trading teams to align research insights with client requirements.

- Support sales efforts by providing market insights, stock calls, and thematic reports.

- Contribute to idea generation for proprietary trading and institutional sales.

Key Requirements:

Education: NISM Certification MBA (Finance) / CFA / CA or equivalent qualification.

Experience: 5+ years in equity research, with at least 3-5 years in a leadership role.

- Excellent analytical, communication, and presentation skills.

- Strong leadership and team management abilities.

- Ability to build client relationships and influence decision-making.

- Institutional interaction with buy side analyst / fund Managers.

Preferred Candidates:

- Prior experience in sell-side or buy-side research covering key sectors.

- A proven track record of successfully leading research teams and enhancing institutional business.