Head of Institutional Research

Company Overview

Not specified.

Job Summary

The Head of Institutional Research is a senior leadership role responsible for overseeing and directing the company's sell-side equity research operations. The incumbent will lead a team of research analysts, develop comprehensive investment insights, and maintain strong relationships with institutional clients both domestically and internationally. The role requires a strategic thinker with extensive experience in fundamental analysis, financial modeling, and sector coverage, contributing to the organization’s reputation for high-quality research and investment recommendations.

Responsibilities

• Lead and manage the institutional research team to ensure high-quality research output, adherence to compliance standards, and timely report publishing.
• Develop and refine comprehensive financial models, valuation techniques, and earnings forecasts to support investment theses.
• Initiate and establish coverage on new sectors and companies, providing actionable insights and strategic recommendations.
• Cultivate and maintain strong relationships with institutional clients, presenting investment theses and market perspectives effectively.
• Oversee the development of research reports, ensuring clarity, accuracy, and alignment with regulatory and compliance standards.
• Drive research initiatives that support the organization’s growth, including sector analysis, stock picking, and coverage initiation.

Qualifications

• 15+ years of sell-side equity research experience, with a proven track record in fundamental analysis, financial modeling, valuation, and earnings forecasting.
• Extensive experience in sector research, coverage initiation, and report publishing.
• Strong institutional client relationship management skills, with experience engaging both domestic and foreign clients.
• Demonstrated ability to lead research teams, develop investment strategies, and present investment theses convincingly.
• Excellent communication, presentation, and leadership skills.
• Educational qualifications such as BTech, BSc, MBA, CFA, or equivalent are preferred.
• Deep understanding of market dynamics, regulatory standards, and compliance requirements.

Preferred Skills

• Multi-sectoral research coverage experience.
• Ability to develop actionable investment insights and strategic market perspectives.
• Experience working in broking firms or similar financial institutions.
• Strong analytical and problem-solving skills.
• Leadership qualities with a focus on team development and mentorship.

Experience

• Minimum of 15+ years of relevant experience in sell-side equity research.
• Proven experience in leading research initiatives, managing teams, and engaging with institutional clients.
• Experience working with broking firms or financial institutions with a focus on institutional research.

Environment

• The role is typically based in an office setting, with potential for hybrid or remote work arrangements depending on organizational policies.
• The position involves high-level strategic planning, client engagement, and team leadership.
• The work environment demands a high degree of professionalism, analytical rigor, and compliance adherence.

Salary

• Fixed salary of 1 crore or above, complemented by a performance-based variable component.

GrowthOpportunities

Not specified.

Benefits

Not specified.