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Research Analyst
Research Analyst for HNI clients best Broking fir
Research Analyst
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Research Analyst

at Research Analyst for HNI clients best Broking fir

Agency job
5 - 15 yrs
₹20L - ₹40L / yr
Remote, Mumbai
Skills
Market Research
Midcap
Researcher

Job Purpose


  • Conducting in-depth research by interacting with industry experts, company management and government officials to garner a greater understanding of the Multi-Cap sector.
  • The broader purpose is to generate money-making research ideas/products for fund manager client
  • Converting the understanding of the sector into quantitative elements through financial models and valuations
  • Facilitate engagement for the sales team with clients. 
  • Provide relevant research material/coverage for the sector to the sales/sales trading team to facilitate client interaction
  • Interacting with clients such as Professional Investors, Prop Funds and Money Managers to bring in greater mileage and hence drive business through brokerage for the organization
  • Providing coverage for 15 to 20 key stocks in the sector 
  • Targets include 
    • 1 idea-generating report per month
    • 20-30 client calls/meetings per month.
    • 4-5 corporate access event per quarter 



Managerial Responsibilities







  • Attract and retain talent within the team
  • Scale-up research capabilities of the associates to take ownership of products/client relationships
  • Mentoring the associates towards improving overall relevance and quality of research



Functional Responsibilities



























  • Build a corporate image as a trusted equities house/partner for the companies under coverage and key individuals in client organizations
  • Writing periodic research reports that help give clients a perspective  on the coverage sector
  • Meeting corporate and industry experts to enhance the relationship and build expertise
  • Communicating effectively, both in written and oral form –forecasts and views on the sector 
  • Interacting with external and internal clients and facilitating their decision making
  • Come out with timely actionable ideas to generate revenues for the firm
  • Facilitating interaction of corporate / industry experts with clients
  • Ensuring that financial models are precise and robust to capture the various nuances and complexities of the sector dynamics
  • Providing actionable ideas on stocks under coverage, given a certain change in the business environment
  • Providing actionable ideas on stocks under coverage, given a certain change in the business environment



Behavioural Skills







  • Excellent interpersonal skills
  • Excellent communication and report writing skills
  • Ability to communicate and interact with very senior level industry/government officials
  • Ability to work under stressful and  tight timeline situations 
  • Ability to work under stressful and  tight timeline situations



Sales  Team

  • To communicate and provide key points of actionable stock ideas or the developments that impact the sector/stock 
  • Educate them on new research products and leveraging their relationship to reach out to clients

Research Team 

  • Discuss the rationale for the recommendations 

Other LOB / SBU

  • Conduct SWOT on the target mandate which includes revenue model and business model analysis

Editorial / DTP Teams

  • Coordination for quick and efficient release of research reports

Compliance / Risk

  • From a regulatory perspective

External

Clients

  • Regular interaction with clients to help them make informed decisions – Communicate investment ideas, generate Alpha
  • Most clients do not read published research. Hence communicating with clients is highly essential.

Media 

  • Provide a perspective on a stock/sector 

Fund Managers

  • To get a better understanding of the sector/stock
  • Providing relevant corporate access and update corporate on investor requirements

Corporates

  • Regulators, industry associations to gather sector knowledge
Read more
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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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