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