Vice President (Research)

Client Overview:

Our client is a prominent financial services firm specializing in investment advisory and wealth management solutions. The organization is dedicated to delivering customized financial strategies that align with the unique needs and goals of its clients. Emphasizing transparency, professionalism, and long-term success, they provide services in portfolio management, retirement planning, and tax-efficient investment solutions. The firm is recognized for its commitment to fostering enduring client relationships while offering expert guidance to secure and grow wealth in a dynamic market.

Role:

Vice President Research: The following are the two pillars that steer daily VP activities, playing a crucial role in our organizational success. The ideal candidate should have a relevant experience of three years in equity research across multiple sectors, and possession of the NISM-Series XXI B certification is preferred.

Responsibilities:

• Perform thorough research and analysis on various equity and portfolio management services.
• Evaluate financial statements, market trends, and economic indicators to identify investment opportunities and risks.
• Collaborate on quarterly Mutual Funds research and enhance research efforts across teams.
• Update Net Asset Values (NAVs) in reports and download factsheets weekly and monthly.
• Assist the in-house fund manager with company-specific and sectoral research.
• Manage relationships with diverse Fund Managers, including those affiliated with Mutual Funds and Portfolio Management Services (PMS).
• Manage and mentor a team of AVPs, providing guidance and support to enhance research capabilities on Debts, Equity, and Bonds.

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