Institutional Research VP – Job Description

Institutional Research VP – Job Description

Position Overview
The Institutional Research VP will lead the research team, providing high-quality investment
insights, sector analysis, and stock recommendations to institutional clients. The role requires
strong leadership, analytical, and communication skills to enhance the firm’s research
capabilities, market reputation, improves ratings.
Key Responsibilities

  1. o Contribute to idea generation for proprietary trading and institutional sales Key Requirements
  2. Research Leadership & Strategy
    o Develop and execute a comprehensive research strategy aligned with market
    trends and institutional client needs.
    o Oversee the research team’s coverage across various sectors, ensuring timely
    and actionable insights.
    o Maintain high-quality research output, ensuring accuracy and compliance with
    industry standards.
  3. Equity Research & Analysis
    o Conduct in-depth fundamental and macroeconomic research to generate
    investment ideas from team.
    o Review and refine financial models, valuation methodologies, and industry
    trends.
    o Monitor corporate earnings, policy changes, and global market movements
    that impact investment decisions.
  4. Client Engagement & Presentations
    o Present research findings to institutional clients, including fund managers,
    hedge funds, and FIIs.
    o Develop strong relationships with key institutional clients, understanding their
    research needs and preferences.
    o Represent the firm at industry conferences, investor meets, and ccorporate
  5. events.
  6. Team Management & Development
    o Lead, mentor, and develop a team of equity research analysts across multiple
    sectors.
    o Ensure skill enhancement through training, workshops, and knowledgesharing sessions.
    o Establish a high-performance culture within the research team.
  7. Collaboration with Sales & Trading
    o Work closely with the Institutional Sales and Trading teams to align research
    insights with client requirements.
    o Support sales efforts by providing market insights, stock calls, and thematic
    reports
  8.  Education: NISM Certification MBA (Finance) / CFA / CA or equivalent
  9. qualification.
  10.  Experience: 5+ years in equity research, with at least 3-5 years in a leadership role.
  11.  Expertise: Strong knowledge of financial modelling, valuation techniques, and
  12. sector-specific trends.
  13.  Skills:
  14. o Excellent analytical, communication, and presentation skills.
  15. o Strong leadership and team management abilities.
  16. o Ability to build client relationships and influence decision-making.
  17. o Institutional interaction with buy side analyst / fund Managers.
  18. Preferred Candidates
  19.  Prior experience in sell-side or buy-side research covering key sectors.
  20.  A proven track record of successfully leading research teams and enhancing
  21. institutional business.
  22. Analyst, Institutional interaction with buy side analyst / fund Managers.

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