Job Title: Lead- Equity Research
Department: Clients Management & Research Co., Equity Research
The Company :
Client is one of the world's largest providers of financial services, with custodied assets of $2.4 trillion, including managed assets in excess of $1.3 trillion. Client offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to more than 20 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, one of the largest mutual fund supermarkets and a leading online brokerage firm.
The Department :
Client's Equity Division is responsible for managing more than 129 diversified mutual funds and over 60 industry specific funds. Assets under management total more than $702 billion. The Boston department consists of over 100 Investment Professionals including Portfolio Managers, Research Analysts and Research Associates.
The Position
CLIENT is currently looking for a Team Lead Equity Research to join the office based in Bangalore to support the Equity Research team based in Boston. The position will provide leadership to the general equity research team that would in turn provide support to the Sector as well as the Diversified teams based in Boston, Massachusetts, USA.
Responsibilities :
To help build, provide leadership and direction to a set of highly skilled sector specialists supporting the sector teams as well as the diversified teams.
Coordinating the efforts of the India-based Sector Specialist team supporting a sector research team in Boston, as well as with the diversified teams.
Working with the Research Analysts and Associates in addition to the Sector Specialists in Boston to assess the near-term and longer-term support needs of the team.
Integrating the work of the other Sector Specialists and Analysts in Bangalore to provide a global perspective on the industry and/or sector.
Attending important trade shows and conferences in India and Asia to gain insights on the global industry landscape.
Helping with Professional Development and career path of the Analysts
This position is expected to work directly and closely with more senior staff members and must be able to think, act and respond accordingly. The Team Lead also anticipates potential issues and is able to both resolve and/or collaborate to resolve a problem or issue. This position is expected to make decisions that are aligned with Client's values, goals and
strategies and its customers.
Qualified candidates should have an MBA or CA degree. CFA is highly desirable. The candidate should have 5+ years of demonstrated analysis experience out of which at least a year should have been spent at a Team Lead level. Experience in building a team, giving direction, managing internal customer expectations and delivering results through a team is a requisite. The successful candidate must be a team player, able to juggle multiple projects, able to work under pressure and time constraints, and possess strong communication skills.
The position will require a high degree of co-ordination and communication with the US some amount of cross-border experience is essential.
With Regards
Archana Naik
Sr.Team Leader , Staffing & BD ( KPO)
T-SOURCE
Telephone: 080- 25633766 (Board) Mobile: +91-9880225551
Email: archana.naik@ tsource.org
