Company
Finance
MarketResearch
Neural analysis suggests this role is
optimal for Mid candidates.
“Market Research. Skills: equity research, financial modelling, valuation, fundamental research, equity strategy formulation, client-relevant insights, risk management. Generate PBWM views on financial markets and strategic asset allocation. Provision of expert input and content on investment-related topics”
What You'll Achieve.
strengthening the equity research platform; deepening advisory enablement; enhancing client engagement and thought leadership; drive advisory conviction, client satisfaction, and retention; directly influencing equity allocation decisions and overall investment outcomes; Quality, accuracy, and timeliness of research outputs; Ability to convert research into actionable, client-relevant communication; Effectiveness in stakeholder collaboration and advisory support; Commercial impact on client engagement, AUM growth, and retention; Discipline in governance, risk management, and control adherence; Ownership, diligence, and accuracy in fund management-related activities
Industry & Context.
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives; In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions; Adopt and include the outcomes of extensive research in problem solving processes; structured problem-solving ability
What They're Looking For.
Must Have
5+ years of experience in equity research and/or fund management, expertise in financial modelling, valuation, and fundamental research, Experience in equity strategy formulation and thematic idea generation, Ability to communicate complex investment insights in a clear, client-ready format, understanding of risk assessment, suitability, and governance standards, Mandatory certification: NISM Series XV (as per regulatory requirements), Prior sector coverage experience (buy-side or sell-side)
Nice to Have
MBA (Finance), CFA, or CA preferred, Experience within wealth management, brokerage, or institutional research environments, stakeholder management across Investment, Product, Risk, and Frontline teams, Client-centric mindset with high ownership and structured problem-solving ability, Ability to enhance advisory enablement and support revenue realization, Experience in fund/portfolio management systems and operational workflows
What You'll Do.
Generate PBWM views on financial markets and strategic asset allocation
Provision of expert input and content on investment-related topics
Management of product development initiatives
Development and implementation of policies and procedures for product development
Management of product development risk
Stay up to date with regulatory changes
Deliver top-down and bottom-up equity insights including market strategy
and stock recommendations
Build and maintain robust financial models
and scenario analyses
and sector developments into actionable
client-relevant insights
Produce high-quality research notes
Ensure all outputs adhere to governance
Drive process improvements across research coverage
How You'll Work.
Team & Collaboration
Relationship management of product development stakeholders; Organisation and facilitation of the PBWM main internal meetings (GMC and GIC); Collaborate effectively with Relationship Managers, Investment Specialists, and Product teams to support client discussions; Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies; Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders; stakeholder management across Investment, Product, Risk, and Frontline teams
Communication Scope
clear, structured communication; communicate complex investment insights in a clear, client-ready format; client-ready communication
Process & Methodology
Plan resources, budgets, manage and maintain policies, deliver continuous improvements, escalate breaches of policies/procedures, define jobs and responsibilities, planning for the department’s future needs and operations, lead collaborative, multi-year assignments, guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments
Full Job Description
# **Job Description** **Purpose of the role** To generate the PBWM views on financial markets and strategic asset allocation. **Accountabilities** * Provision of expert input and content on investment-related topics. * Management of product development initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness. . * Relationship management of product development stakeholders, including identifying relevant stakeholders, and maintenance of the quality of external third party services. * Development and implementation of policies and procedures for product development. * Management of product development risk, including identification of potential risks, development of strategies to mitigate those risks, and maintenance of alignment between the bank’s product development and compliance functions. . * Stay up to date with of regulatory changes to ensure that all content provided to clients aligns with current requirements and standards, maintaining compliance and safeguarding the interests of both clients and the PBWM. * Organisation and facilitation of the PBWM main internal meetings (GMC and GIC) ensuring smooth coordination and effective communication among stakeholders. **Vice President Expectations** * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures.. * If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring th
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