Equity Head

Job Summary

• The Equity Head will be responsible for overseeing the equity trading, investment strategies,
• and portfolio management for the organization. The role involves leading the research team,
• making high-level investment decisions, managing client portfolios, and ensuring compliance
• with regulatory guidelines.

Key Responsibilities

Strategic Leadership

• Develop and implement the overall equity investment strategy.
• Identify market trends, new investment opportunities, and risk management strategies.
• Ensure alignment with the organizations financial goals and objectives.

Portfolio & Investment Management

• Oversee equity trading and portfolio management for clients and the firm.
• Develop customized investment solutions based on market research and analysis.
• Ensure optimal asset allocation and risk-adjusted returns.

Research & Analysis

• Lead a team of analysts to conduct fundamental and technical research.
• Keep up to date with market trends, economic reports, and financial news.
• Provide investment recommendations based on in-depth market analysis.

Client & Stakeholder Management

• Work closely with HNIs, institutional clients, and key stakeholders to manage

investments.

• Provide advisory services, performance updates, and investment insights.
• Ensure high levels of client satisfaction and relationship management.

Regulatory & Compliance

• Ensure compliance with SEBI and other regulatory authorities.
• Stay updated on market regulations, exchange rules, and company policies.
• Implement risk management and governance best practices.

Team Leadership & Development

• Build and mentor a high-performing equity research and trading team.
• Conduct training sessions to enhance team knowledge and market expertise.
• Encourage innovation and a data-driven investment approach.

• Education: MBA (Finance) / CFA / CA or equivalent qualification.
• Experience: 8-15 years of experience in equity markets, broking, or investment

management.

• Skills:
• Strong knowledge of equity markets, investment strategies, and financial

modelling.

• Expertise in portfolio management, risk analysis, and asset allocation.
• Strong leadership, decision-making, and client relationship skills.
• Proficiency in Bloomberg, Reuters, and other market research tools.