Head of Research - Public Equities

The responsibilities will include but not be limited to -

• Define and execute the research agenda in alignment with the firm's investment strategy.
• Build and maintain a structured research process covering bottom-up stock picking, industry analysis, and thematic studies.
• Ensure high-quality, data-backed investment theses with clear valuation frameworks.
• Lead, mentor, and scale a team of equity research analysts across sectors.
• Create a culture of intellectual honesty, debate, and continuous improvement.
• Design training programs to upskill analysts on modelling, valuation, and industry frameworks.
• Drive differentiated insights through deep fundamental work: channel checks, management meetings, supply chain mapping, and field research.
• Identify multi-year structural opportunities as well as near-term catalysts across India and US public equities.
• Present high-conviction investment ideas to the Investment Committee.
• Enhance research outputs using data analytics, alternative data, and technology tools.
• Enforce best practices in financial modelling, scenario analysis, and documentation.
• Build frameworks for sector scorecards, thematic watchlists, and ongoing coverage tracking.
• Partner closely with the portfolio managers to refine portfolio construction and risk assessment.
• Coordinate with compliance, operations, and risk teams to ensure adherence to internal and SEBI guidelines.
• Represent the research function in client meetings, investor updates, and due diligence sessions (as required).