I Mates Consultants is a leading executive search firm, specialized in BFSI domain for all levels of hiring. We don’t collect any fees or charges from the candidates for any of our services.

Wealth Research Lead | Wealth Management | Investment Bank

Scope of the Role

The ideal candidate will possess a robust quantitative skill set complemented by a range of qualitative abilities, enabling them to effectively communicate their research both in writing and verbally. This individual will report directly to a lead. Additionally, we are seeking someone with the utmost level of ethical integrity. 

Job Description

Work on all/ any aspect of research: research planning, primary research, secondary research, quality checking across a variety of market capitalizations and industries Interpreting all the content, statistics and presenting it in a research report.
• Provide efficiency by improving existing processes and steps for analysis support research teams for productive results.
 • Evaluates financial data for assigned sectors/segments and stay abreast of emerging economic trends and developments in stock markets.
• Generate new investment ideas as a supplement to central research coverage.
 • Adapt with the industry structure and change the approach for the research depending upon the sector and the geography.
 • Should be good with MS Office (Excel, Valuation)
 • Should be good in communication and writing skills.

Ideal Candidates

Candidate must have 2+ years of research analyst experience with proven track records in achieving performance metrics and targets. Should have experience as a bottom-up analyst for at least 3-4 years in small and mid-cap segment being in Broking companies. 
• Superior analytical and problem-solving skills with hands on experience in rigorous financial markets analysis • Ability to apply thoughts and timely realization of investment opportunities with solid decisioning abilities. • Good collaboration and individual contribution skills 

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HR CONTACTS

Name: Camilla Magline Correya

Number: 8589036620

Mail: hr9@imatesconsultants.com