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Posted 19 hours ago
Head of Research
Bonanza Portfolio LtdHead Research
Requirements
10+ years experience, 5+ years leadership experience, MBA, CFA, or CA, Institutional research background, Financial market knowledge
Skills
Financial ModelingInvestment analysis
About the role
Responsibilities
- Generate timely and accurate investment recommendations, stocks, sectors, and ideas to deliver substantial returns
- Lead and guide the equity research analyst team in conducting research and valuation of companies
- Coordinate with Institutional clients, Private Client Group (PCG), HNI, and retail clients
- Develop financial models reflecting companies' overall performance and valuation
- Analyze industry-specific trends, regulatory environments, and identify sector opportunities
- Design and develop research product offerings tailored for different clientele segments
- Oversee budgets and policies for the Research Department
- Handle client interactions, conference calls, corporate meetings, and road shows
Requirements
- Minimum 10 years of experience in institutional research or mutual funds
- At least 5+ years of experience leading or supervising teams
- MBA from a leading institution, CFA, or CA qualification
- Proven experience servicing Institutional Clients
- Experience covering 100+ companies
- Age 40 and above
- Thorough knowledge of financial markets, equity operations, and trading strategies
Preferred Qualifications
- Knowledge of Algo trading
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Bonanza Portfolio Ltd · Mumbai
