Job Role Summary
The Head of Research is an important role within our asset management company, responsible for leading and directing the research department. This role plays a pivotal role in developing and implementing research strategies, providing investment recommendations, and optimizing portfolio performance.
Key Responsibilities
Leadership, Strategy and Industry Research
Develop and implement research strategies that align with the company’s investment objectives and market conditions.
Define the research agenda, prioritize coverage areas, and allocate resources effectively.
Lead, manage, and mentor a team of research analysts, ensuring the production of high-quality research reports and investment recommendations.
Translate data and research insights into easily understandable information for the senior management team.
Continuously monitor and assess the performance of the AMC industry, identifying key trends, benchmarks, and competitive dynamics.
Conduct in-depth research into long-term industry and market trends, identifying opportunities and threats that may impact our strategic direction.
Collaborate with cross-functional teams to develop and refine strategic plans, using your analytical insights to inform the decision-making process.
Translate complex data into clear, actionable insights and recommendations that drive strategic initiatives and business growth.
Act as a spokesperson for the company, representing our expertise in various asset classes to external audiences.
Collaborate with the marketing team to develop engaging webinar content and presentations.
Valuation and Financial Modeling
Develop and implement research strategies that align with the company’s investment objectives and market conditions.
Define the research agenda, prioritize coverage areas, and allocate resources effectively.
Lead, manage, and mentor a team of research analysts, ensuring the production of high-quality research reports and investment recommendations.
Prepare detailed financial models and forecasts of future earnings and cash flows to compute the fair value of companies under coverage using various valuation methods such as free cash flow to equity, dividend valuation model, etc.
Utilize quantitative methods to assess the intrinsic value of assets and securities.
Use various technical indicators to identify trend reversal or trend continuation patterns.
Continuously monitor and evaluate the performance of investment portfolios and recommend necessary adjustments to maximize returns and manage risks.
Market and Sector Analysis
Stay up-to-date with macroeconomic fundamentals shaping the economy and have knowledge of the working environment and dynamics of various sectors, including Fertilizers, Power generation, Autos etc.
Provide comprehensive research coverage on funds under management using proprietary valuation models and disseminate investment recommendations.
Stay up-to-date on industry news, market developments, and regulatory changes that may impact the organization’s investments.
Asset Allocation and Portfolio Optimization
Keep track of asset allocation in mutual funds in line with in-house limits, regulatory compliance, market outlook, and investment constraints.
Develop and implement investment strategies, both quantitative and qualitative, to optimize portfolio performance, considering market conditions, client objectives, and risk parameters.
Prepare comparison sheets, presentations, investment proposals, and other relevant documents to communicate research findings effectively.
Education & Skills
Bachelor’s or Master’s degree in Finance, Economics, or a related field, preferably with CFA Charter.
Experience
5 years of experience in a leadership role within the specific domain of Research.
