New
Job Preference:
Qualification:
MBAJob Description:
Role Objective
Own sector coverage, generate high-conviction equity
recommendations, lead research projects, and translate research into actionable
portfolio strategy for UHNI clients.
Key Responsibilities
Sector & Stock Ownership
- Define
6–12 month sector outlook
- Maintain
conviction stock list
- Issue
Buy/Hold/Sell recommendations with clear thesis and risk framework
- Define
entry, exit, and rebalancing triggers
Portfolio Translation
- Ensure
all research maps to portfolio allocation decisions
- Assess
risk concentration and downside scenarios
- Participate
in client portfolio review discussions
- Provide
timely updates during volatility
Project Leadership
- Lead
thematic research (e.g., capex cycle, consumption revival)
- Conduct
valuation framework studies
- Stress
test portfolio under macro scenarios
- Drive
idea pipeline management
Team & Process Management
- Supervise
junior analysts
- Ensure
quality control before research dissemination
- Maintain
research calendar and deadlines
Deliverables
- Actionable
research and update notes
- Portfolio-impact
summaries
- Thematic
strategy papers
- Weekly
update to CIO on positioning and risk
Candidate Profile
- 6–12+
years equity research / buy-side experience
- Strong
understanding of portfolio construction
- Ability
to communicate clearly with UHNI clients
- Proven
track record of stock calls
Success Metrics
- Accuracy
and conviction of recommendations
- Contribution
to portfolio performance
- Risk
management discipline
- Team
output quality
- Client
confidence