Website ARIN CONSULTANCY
Lead Research Analyst – Institutional Equities (Mumbai)
Sectors: BFSI, Healthcare, Capital Goods, Building Materials.
Looking for a Lead Research Analyst to manage end-to-end equity research coverage for our Institutional Equities division, with primary focus on BFSI, Healthcare, Capital Goods and Building Materials sectors. You will generate differentiated, high-conviction research that drives investment decisions for our institutional buy-side clients – mutual funds, insurance companies, FPIs, family offices, while simultaneously informing the investment strategies of our AIF, PMS, and HNI advisory businesses.
KEY RESPONSIBILITIES:
Research & Analysis:
– Financial Modelling: Develop, maintain, and enhance detailed financial models – earnings forecasts, revenue builds, segment-level projections, balance sheet modelling, and DCF/SOTP/relative valuations using appropriate methodologies.
– Research Reports: Produce high-quality initiating coverage reports, thematic pieces, sectoral deep-dives, quarterly earnings previews/reviews, and timely stock-specific update notes that generate client engagement and trading ideas.
– Differentiated Insights: Go beyond consensus. Conduct channel checks, supply chain analysis, management interactions, plant visits, and primary data analysis to develop proprietary insights that give our clients an information edge.
– Conviction Calls: Develop and maintain a track record of high-conviction BUY and SELL recommendations with clear catalysts, target prices, and risk-reward frameworks. Your best ideas should be bold enough to move capital.
Client Engagement:
– Institutional Relationships: Engage directly with institutional buy-side clients – mutual funds, insurance companies, pension funds, FPIs, and family offices – to present research views, discuss investment ideas, and build long-term advisory relationships.
– Corporate Access: Facilitate and lead corporate access initiatives – management meetings, investor conferences, non-deal roadshows, plant/site visits, and sector roundtables – that deepen client engagement and strengthen Monarch’s institutional franchise.
– Client Feedback & Rankings: Drive research output quality that earns client recognition, positive feedback, and rankings in institutional surveys such as Asiamoney, II, and other industry polls.
Team & Culture:
– Ownership: Take full ownership of your sector coverage. You are not writing reports for approval – you are building a franchise within a franchise. Your sector is your business.
– Mentorship: Guide and develop junior analysts. Build a culture of intellectual rigour, original thinking, and accountability within the research team.
Location: Mumbai (BKC)
Experience: 7 – 15 years in equity research with strong coverage of Indian companies across BFSI, Healthcare, Capital goods and Building Materials.
Qualification: Postgraduate in Finance, CA, MBA, or CFA (USA) – will be a strong advantage.
Reports To: Head of Research / CEO
Compensation: Competitive, commensurate with experience. ESOPs for exceptional performers.
To apply for this job please visit www.iimjobs.com.
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