Lead Analyst - Equity Research - Fundamental - Sell Side

Role Objective:

The Lead Analyst will be responsible for driving sector-level thought leadership and revenue-oriented research in the Banking & NBFC space. The role combines deep fundamental research, client-facing engagement and team leadership, with a clear mandate to generate actionable investment ideas for professional investor clients PCG business.

Key Role Expectations:

1. Research Ownership & Idea Generation:

• Lead in-depth fundamental research on the Banking & NBFC sector through interactions with company management, industry experts, regulators and policymakers.
• Convert qualitative sector insights into robust financial models, valuations, and investment theses.
• Maintain active coverage, delivering timely, actionable calls aligned with market developments.
• Consistently generate money-making research ideas that translate into brokerage and client engagement outcomes.

2. Client & Business Engagement:

• Actively interact with institutional clients, professional investors, fund managers, and prop desks.
• Conduct client calls/meetings to articulate views, drive alpha and strengthen relationships.
• Partner with Sales teams to enable meaningful client conversations using sector insights.
• Represent the firm with clients, corporates and occasionally media as a credible sector expert.

3. Leadership & Team Development:

• Mentor and scale the capabilities of research associates, enabling them to take ownership of coverage and outputs.
• Drive quality, relevance and timeliness of research deliverables.
• Build a strong internal research culture focused on accountability, analytical rigor and commercial relevance.

4. Corporate Access & Market Positioning:

• Organize and anchor corporate access events.
• Strengthen the firm's positioning as a trusted equities research partner with corporates and investors.
• Facilitate interactions between corporates, industry experts, and clients.

Education:

CA / CFA / MBA from a reputed institute.

Experience:

• 12 - 15 years of relevant experience in Equity Research / Capital Markets, preferably with strong sector exposure.
• Demonstrated experience in client-facing research roles with institutional investors.

Core Competencies:

• Strong understanding of business models, financial statements, accounting, and taxation.
• Advanced financial modelling and valuation skills.
• Ability to simplify complex sector developments into clear investment narratives.
• Strong decision-making and relationship management capabilities.

Behavioural Attributes:

• High ownership mindset and commercial orientation.
• Excellent written and verbal communication skills.
• Comfortable engaging with senior corporate leadership, fund managers and regulators.
• Ability to perform under tight timelines and market pressure.

Ideal Backgrounds to Target:

• Sell-side equity research analysts with Midcap coverage
• Buy-side analysts with strong sector knowledge and client interaction exposure
• Professionals from reputed wealth management platforms, brokerages or institutional equities