Head of Research

**Need candidates only from Wealth Management Companies**

Experience: 10 to 20 years

CTC: 40 LPA

Location: Andheri West, Mumbai

Key Responsibilities:

• Research Strategy & Coverage:

  Develop a sector-agnostic research framework with actionable investment ideas using both top-down and bottom-up approaches; lead financial modeling, thematic research, and macroeconomic insights.

• Portfolio Advisory:

  Support portfolio reviews and alignment with model portfolios (e.g., Invest@30, Value Basket), and collaborate with product teams using cross-functional research.

• Team Leadership:

  Mentor analysts, oversee timely report delivery, and coordinate with cross-functional teams for seamless research integration and compliance.

• Thought Leadership:

  Represent firm insights through webinars and analyst meets; lead internal training and knowledge-sharing initiatives.

• Compliance:

  Ensure adherence to SEBI RA & PMS guidelines and manage periodic reporting and audit alignment.

Key Skills:

• Technical:

  Equity research, financial modelling, derivatives, macro coverage, Excel/Bloomberg tools.

• Commercial:

  Research-to-portfolio mapping, idea monetization, reporting discipline.

• Personal:

  Strategic, process-driven, agile under pressure, strong team player.

• Social:

  Effective communicator, team mentor, media/webinar participation.

KRA (Key Responsibility Area):

Research Coverage & Publishing

Portfolio Review & Model Support

Thematic Reports & Outlooks

IPO & Special Project Notes

Team Management & Output Quality

Compliance & Governance

KPI (Key Performance Indicator):

Maintain 100% coverage with weekly/monthly stock ideas

Review PMS/Model Basket portfolios quarterly

Minimum 8 thematic/sectoral reports/year

Publish timely IPO, SME, Budget, Event Notes

100% report publishing adherence; zero-delay flags

Zero regulatory breach; 100% compliance