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Buyside Research Analyst (Sales)

Min Experience

14 years

Location

Mumbai

JobType

full-time

About the role

WORK EXPERIENCE & BRIEF DESCRIPTION 

 

15-20 years in equity research or portfolio advisory roles, preferably with exposure to both buy-side research and client engagement/sales

Equity Research – Fundamental & Thematic Coverage• Conduct in-depth bottom-up fundamental research on sectors, companies, and themes relevant to PMS/AIF mandates.
• Track key financial, valuation, macroeconomic, and regulatory developments that affect portfolio performance.
• Create and maintain financial models, industry deep-dives, and comparative valuation summaries.
Investment Thesis & Stock Selection Support• Develop and present investment ideas backed by strong research narratives and data.
• Collaborate with the Fund Manager to align stock selections with model portfolios and strategies.
• Prepare rationale for inclusion/exclusion of companies across buy-side mandates.
Sales Enablement through Research Packaging• Convert research insights into investor-relevant pitches for client-facing teams.
• Create sector outlook notes, fact sheets, and idea decks tailored for high-net-worth and institutional clients.
• Partner with marketing and sales functions to improve investor understanding of portfolio decisions.
Market Monitoring & Tactical Updates• Track real-time market movements, earnings releases, and corporate actions.
• Provide tactical commentary and short-term perspectives for active portfolio management and investor engagement.
• Support “top contributors and detractors” analysis in periodic performance reviews.
Client & Internal Communication• Join internal calls, roadshows, and meetings to communicate research insights to investors.
• Participate in client presentations and respond to investor queries related to holdings and themes.
• Maintain audit trail of research materials for compliance and internal governance.
Compliance & Documentation• Ensure research adheres to SEBI PMS/AIF norms and internal research standards.
• Maintain consistent documentation of sources, assumptions, and recommendations.
• Participate in internal review processes to validate research credibility.

 

 

 

 

SKILL SET EXPECTED

Technical/Professional Commercial SkillsPersonal SkillsSocial Skills
Financial modeling, DCF, relative valuation, ratio analysisAbility to convert research into sales-focused presentationsStrong analytical mindset with structured thought processCross-functional collaboration with sales, product, & FMs
Sector analysis across BFSI, Chemical, Pharma, IT, etc.Understanding investor psychology and capital market flowsSelf-starter with a solution-oriented approachClient communication and relationship-building skills
Familiarity with PMS, AIF frameworks and portfolio construction techniquesRevenue-oriented mindset with contribution to client conversionsTime discipline, consistency, and precision in research writingHigh accountability and ethical communication
Tools: Bloomberg, Reuters, Excel, Power BI/Tableau   

 

KRA/KPI

KRA (Key Responsibility Area)KPI (Key Performance Indicator)FrequencyTools / PlatformsOutput Format
Research Idea Generation & DeliveryMinimum 4 investment-grade stock ideas per monthMonthlyBloomberg, Excel, Internal TrackerInvestment Idea Deck, Internal Notes
Sales-Ready Research CollateralPublish at least 1 client-ready thematic or sector note monthlyMonthlyPowerPoint, Word, CRMSector Outlook, Thematic Note
Portfolio Input & Stock RationaleParticipation in 100% fund meetings and portfolio review inputsWeekly / MonthlyInternal MIS, Portfolio DashboardStock Inclusion Notes, Meeting Minutes
Market Commentary & Tactical BriefsDeliver tactical updates weekly on news/events with impactWeeklyEmail, Research Summary TrackerTactical Briefs, Market Snapshots
Client Communication & Sales SupportJoin min. 2 sales/client presentations per quarterQuarterlyCRM, Sales TrackerMeeting Notes, Client-Delivered Decks
Compliance & Documentation100% adherence to research documentation, audit readinessMonthlySEBI Compliance ChecklistResearch Logs, Compliance Sheets