About the role
You will work closely with CIOs, Fund Managers, Research Analysts, Institutional Sales and Dealing teams, making this a highly client facing role where your research views can directly influence investment conversations.
Key Responsibilities:
- Conduct
in-depth fundamental research across mid- and large-cap companies, with a
strong understanding of sector dynamics, industry trends, and broader market
developments.
- Identify
and develop actionable, high-conviction stock ideas for institutional
investors.
- Build
detailed investment theses covering business fundamentals, earnings outlook,
valuation, catalysts and key risks.
- Track
company developments, industry trends, competitive dynamics and regulatory
changes to identify emerging opportunities.
- Participate
in management meetings, analyst interactions, earnings calls and industry
discussions.
- Engage
directly with CIOs, Fund Managers and Research Analysts at Domestic Mutual
Funds to discuss stock ideas, portfolio views and investment themes.
- Understand
client portfolios and investment preferences and provide relevant, customized
research insights.
- Publish
timely quarterly result updates, company updates, earnings reviews, sector
notes and thematic research.
- Work
closely with Institutional Sales and Dealing teams to understand client
requirements and deliver relevant research support. Collaborate with Sales to
strengthen institutional client engagement through quality research and
differentiated investment ideas.
- Ensure
research is accurate, well-supported, timely and compliant with applicable
regulatory and internal guidelines.
- 4–8
years of experience in Equity Research, Institutional Research or Institutional
Broking.
- Strong
experience in fundamental research and mid-cap/ large-cap coverage.
- Proven
ability to identify actionable and differentiated investment ideas.
- Ability
to develop and articulate a clear investment thesis to sophisticated
institutional investors.
- Experience
interacting with CIOs, Fund Managers and Research Analysts, preferably across
Domestic Mutual Funds.
- Strong
ability to engage with company management and extract meaningful business
insights.
- Excellent
communication and presentation skills, with the ability to confidently defend
research views.
- Ability
to work effectively with Sales, Dealing and other internal teams.