Job PurposeConducting 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 clientConverting the understanding of the sector into quantitative elements through financial models and valuationsFacilitate engagement for the sales team with clients.
Provide relevant research material / coverage for the sector to the sales / sales trading team to facilitate client interactionInteracting with clients such as Professional Investors, Prop Funds and Money Managers to bring in greater mileage and hence drive business through brokerage for the organizationProviding coverage for 15 to 20 key stocks in the sector Targets include 1 idea-generating report per month20-30 client calls / meetings per month.
4-5 corporate access event per quarter Managerial ResponsibilitiesAttract and retain talent within the teamScale-up research capabilities of the associates to take ownership of products / client relationshipsMentoring the associates towards improving overall relevance and quality of researchFunctional ResponsibilitiesBuild a corporate image as a trusted equities house / partner for the companies under coverage and key individuals in client organizationsWriting periodic research reports that help give clients a perspective on the coverage sectorMeeting corporate and industry experts to enhance the relationship and build expertiseCommunicating effectively, both in written and oral form forecasts and views on the sector Interacting with external and internal clients and facilitating their decision makingCome out with timely actionable ideas to generate revenues for the firmFacilitating interaction of corporate / industry experts with clientsEnsuring that financial models are precise and robust to capture the various nuances and complexities of the sector dynamicsProviding actionable ideas on stocks under coverage, given a certain change in the business environmentProviding actionable ideas on stocks under coverage, given a certain change in the business environmentBehavioural SkillsExcellent interpersonal skillsExcellent communication and report writing skillsAbility to communicate and interact with very senior level industry / government officialsAbility to work under stressful and tight timeline situations Ability to work under stressful and tight timeline situationsSales TeamTo 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 clientsResearch Team Discuss the rationale for the recommendations Other LOB / SBUConduct SWOT on the target mandate which includes revenue model and business model analysisEditorial / DTP TeamsCoordination for quick and efficient release of research reportsCompliance / RiskFrom a regulatory perspectiveExternalClientsRegular interaction with clients to help them make informed decisions Communicate investment ideas, generate AlphaMost clients do not read published research.
Hence communicating with clients is highly essential.Media Provide a perspective on a stock / sector Fund ManagersTo get a better understanding of the sector / stockProviding relevant corporate access and update corporate on investor requirementsCorporatesRegulators, industry associations to gather sector knowledge Skills : - Midcap, Market Research and Researcher