Bonanza Portfolio Ltd - Head Research

Job Description for Head of Research Analyst:

Position: Head Research
Experience: Minimum 10 years (with at least 5+ years leading/supervising teams, Experience in institutional research is a must)
Location: Mumbai HO

Major Accountabilities:

1. Investment Recommendations and Analysis:

• Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services.

• Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities.

2. Client Coordination:

• Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients.

• Address day-to-day queries from clients and maintain strong client relationships.

3. Team Leadership and Guidance:

• Lead and guide the equity research analyst team in conducting research and valuation of companies.

• Generate new ideas, meet with company managements, and present to institutional investors.

4. Product Development:

• Design and develop product offerings from the Research department tailored for each segment of the company's clientele.

5. Financial Modeling and Analysis:

• Develop financial models reflecting companies' overall performance and valuation to support sound investment decisions.

• Close monitoring of companies in the existing portfolio and timely adjustments based on market conditions.

6. Market Analysis and Theme-Based Ideas:

• Analyze industry-specific trends, regulatory environments, and identify opportunities in sectors.

• Formulate and generate theme-based trading and investment ideas.

7. Strategic Planning:

• Develop short and long-term business strategies, including investment ideas and stock recommendations, aligning with overall business objectives.

• Understand business problems and opportunities, recommend solutions to achieve organizational goals.

8. Client Interactions and Networking:

• Handle client interactions, conference calls, corporate meetings, industry visits, and road shows.

• Build and maintain a strong network in the industry.

9. Research Reports and Publications:

• Identify investment opportunities in the Indian equity markets and publish research reports on individual equities across sectors and market capitalization.

• Oversee budgets and policies for the Research Department.

Must-Haves:

• Educational Qualification: MBA from a leading institution, CFA or CA .

• Industry Background: Institutional Research/Mutual Funds

• Experience: Minimum 10 years with at least 5+ years leading/supervising teams, Experience in institutional research is a must.

• Age criteria- 40 and above.

• Client Servicing Experience: Proven experience in servicing Institutional Clients

• Companies Under Coverage: 100+

• Skills: Thorough knowledge of financial markets, equity operations, trading strategies, settlements, knowledge of Algo trading is additional benefit