Head of Equity Research

Role Summary
We are looking for an accomplished  Head of Research – Equity Markets  to lead and scale the firm's equity research function. The role is responsible for setting the research vision, driving differentiated investment ideas, strengthening institutional client engagement, and building a high-performing analyst team. This position demands deep expertise in Indian equity markets, institutional research standards, portfolio construction, and strategic leadership aligned with business growth objectives.

Key Responsibilities & Accountabilities
1. Investment Strategy & Recommendations
Lead the development and delivery of  high-conviction equity recommendations  across sectors and market capitalizations
Generate actionable stock, sector, and thematic investment ideas focused on  alpha generation
Provide strategic inputs on  equity market outlook, research priorities, budgets, and long-term initiatives

2. Institutional Client Engagement
Serve as the primary research interface for  Institutional Clients, Private Client Group (PCG), HNI, and Retail segments
Address ongoing client queries, present investment views, and support decision-making through structured research insights
Represent research viewpoints in institutional meetings, calls, and strategy discussions

3. Research Leadership & Team Management
Lead, mentor, and evaluate the  equity research team , ensuring analytical rigor and consistency
Oversee company analysis, valuation methodologies, and recommendation frameworks
Review and validate analyst output while driving idea generation and original thought leadership
Engage with company management teams and present insights to institutional investors

4. Research Product & Offering Development
Conceptualize and develop  customized research products  for different client segments:
Institutional investors
HNI / PCG
Retail investors
Ensure research offerings are commercially relevant and aligned with organizational strategy

5. Financial Modeling & Portfolio Oversight
Supervise the creation and validation of  financial models and valuation frameworks
Closely monitor companies under coverage and recommend portfolio actions based on:
Fundamental developments
Market dynamics
Macro and regulatory changes

6. Sector, Market & Thematic Research
Track sector-level trends, policy changes, and macroeconomic indicators
Identify structural opportunities and emerging risks across industries
Develop  theme-based investment and trading strategies  for clients

7. Strategic Planning & Business Alignment
Define short- and long-term research strategies aligned with overall business goals
Translate market insights into actionable business recommendations
Identify research-led solutions to address evolving business and client needs

8. Client Interaction & Industry Presence
Lead high-level client interactions including:
Institutional conference calls
Corporate access meetings
Industry visits and roadshows
Build and sustain a strong network across corporates, institutions, and market participants

9. Research Governance & Publications
Oversee publication of  equity research reports  across sectors and market caps
Manage coverage of  100+ companies  while maintaining quality and compliance standards
Govern research budgets, internal policies, and institutional research best practices

Mandatory Qualifications
MBA (Finance)  from a leading institution  OR
CFA   OR
CA

Experience Requirements
Minimum 10+ years  of experience in  Institutional Equity Research / Mutual Funds
5+ years  in a leadership or team-management role
Mandatory experience servicing  Institutional Clients
Proven track record of managing  large research coverage (100+ companies)
Age criterion:  40 years and above