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 organization's 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.
  
  

Key Requirements

• 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.