Head, Research & Strategy at The People Practice

Summary
Our client is looking to hire a Head, Research and Strategy who will be responsible for guiding the investment research function, providing strategic direction into researching and analyzing broad macro-economic trends and financial markets from a global and local perspective with the aim to providing actionable to information for Investment decisions.
Primary Responsibilities
The responsibilities of this role will be broad and include:

• Provide overall strategic direction to the research associates and analysts
• Assist with providing relevant quantitative and qualitative research information to the Investment Committee.
• Build tactical model asset allocations.
• Analyze and produce periodic reports and updates on quoted and unquoted companies
• Maintain an extensive coverage list of companies and monitor of all developments on those companies.
• Review and interpret cash flow statements, income statements and balance sheets on publicly traded domestic and foreign companies.
• Calculate financial ratios and perform exchange rate calculations.
• Develop key industry themes and company due diligence working with research team.
• Provide fundamental research on industry and individual company and help generate timely and accurate investment recommendations.
• Develop financial models to accurately reflect companies’ overall performance and valuation to help make guide investment decisions.
• Supervise performance of respective company’s part of portfolio and provide timely updates on individual companies.
• Support research and periodical publication activities.
• Develop, update, and evaluate basic and advanced company valuation models.
• Develop, maintain, and analyze generic and specific company, industry, and market overviews.
• Track information from sell-side research sources and assist to build a database of consensus estimates at the macro and security level.
• Build our machine learning based fixed income analytical platform and research bouquet.
• Assist to publish research and retail friendly pieces for client consumption across several channels (email, newsletters, social media).
• Represent the firm in the media and at special client events.
• Provide advisory services to select HNI clients.

Minimum Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or Accounting, or other business-related disciplines
• 7 years+ relevant work experience in an investment company
• A chartered member of CFA or Level 1 (Minimum) is an added advantage.

Desired Knowledge, Skills and Attributes

• Candidates with previous experience in an investment company are preferred
• Excellent use of investment analysis software e.g., Capital IQ, Bloomberg, Infoware etc.
• Exposed to Macroeconomics, Econometrics, Financial Modeling, Performance Analytics, Risk Management, Portfolio Construction, Reporting, Performance Attribution, etc.
• Excellent quantitative and qualitative analytical skills.
• Solid understanding of financial set-up, procedures, statistics, and economics.
• High level of emotional intelligence.
• Excellent interpersonal skills.
• Possess good Industry Knowledge.
• Effective written and verbal communication skills.
• Client Orientation
• Excellent Problem-Solving Skills
• Possess strong attention to detail.
• Constructively helps and coaches’ others in their professional development.
• Driven & Goal Oriented. Exhibits a “can-do” approach and inspires others to excel.
• Develops and maintains team spirit.
• Establishes and maintains high standards and measures.
• Encourages and promotes high standards through example.
• Well Read and Excellent Business Writing
• Constructively helps and coaches’ others in their professional development.
• Exhibits a “can-do” approach and inspires others to excel.
• Develops and maintains team spirit.
• Encourages and promotes high standards through example.
• Considers excellence a fundamental priority and instills this attribute in other team members.
• Conscientiously assign performance goals, offer year-round performance feedback, and conduct timely performance discussions and reviews.
• Align people, work, and systems with the business strategy
• Ability to establish and maintain strong relationships with existing and new clients.