Senior Manager - Research

Jainam Broking Limited
9 minutes ago
Location
Noida
Department
Research - JBL
Employment Type
Permanent
Applications Received
0
Closes On
6 Jan, 2027
Position Overview
The Senior Manager – Research (B2B) will lead the delivery of high-quality equity and market research solutions for institutional clients, corporate partners, wealth distributors, family offices, PMS, AIFs, banks, and other B2B stakeholders. The role requires strong analytical expertise, sector knowledge, client management capabilities, and the ability to generate actionable investment insights that support business development and revenue generation.
Key Responsibilities
Research & Analysis
Conduct in-depth research on listed companies, sectors, industries, and macroeconomic trends.
Develop financial models, valuation frameworks, earnings forecasts, and investment recommendations.
Monitor corporate developments, regulatory announcements, industry trends, and market movements.
Prepare detailed research reports, thematic reports, sector updates, and strategy notes.
Generate actionable investment ideas for institutional and B2B clients.
B2B Client Engagement
Act as a key research partner for institutional clients, wealth management firms, distributors, PMS, AIFs, banks, and corporate partners.
Present investment ideas and market outlook through meetings, webinars, conference calls, and client presentations.
Address client research queries and provide customized analytical solutions.
Maintain strong relationships with key stakeholders and drive client satisfaction.
Business Development Support
Collaborate with sales and institutional business teams to support client acquisition and retention.
Participate in research marketing initiatives, roadshows, investor conferences, and client events.
Provide research-backed insights to enhance the firm's market positioning and business growth.
Support the development of new research products and service offerings.
Team Leadership
Lead, mentor, and guide research analysts and associates.
Ensure quality, accuracy, and timeliness of research publications.
Establish best practices in research methodologies, financial modeling, and report writing.
Drive knowledge-sharing and skill development within the team.
Compliance & Governance
Ensure adherence to SEBI regulations, research analyst guidelines, and internal compliance policies.
Maintain high standards of research integrity, objectivity, and confidentiality.
Ensure all research reports meet regulatory and internal quality requirements.
Key Deliverables
Institutional research reports and investment recommendations.
Sector and thematic research publications.
Financial models and valuation reports.
Quarterly and annual earnings analysis.
Client presentations and market outlook reports.
Customized research solutions for B2B clients.
Revenue support through research-led client engagement.
Required Qualifications
MBA (Finance), CA, CFA, FRM, Master's in Finance, Economics, or related discipline.
NISM Research Analyst Certification (preferred).
Additional capital market certifications will be an advantage.
Experience
8-12+ years of experience in Equity Research, Institutional Research, Capital Markets, or Investment Research.
Minimum 3-5 years of experience managing institutional or B2B research relationships.
Experience in stock broking, investment banking, asset management, PMS, AIF, or research organizations preferred.
Proven experience in leading research teams and handling institutional clientele.
Required Skills & Competencies
Technical Skills
Financial Modeling & Valuation
Equity Research & Fundamental Analysis
Industry & Sector Analysis
Financial Statement Analysis
Corporate Earnings Assessment
Investment Strategy Development
Bloomberg, Reuters, Capital IQ, ACE Equity, or similar platforms
Advanced Excel, PowerPoint, and data analytics tools
Behavioral Competencies
Strong analytical and critical thinking skills
Excellent presentation and communication abilities
Relationship management and stakeholder engagement
Leadership and team management
Commercial acumen and client-centric approach
High attention to detail and research accuracy
Ability to work in a dynamic and fast-paced market environment
Key Performance Indicators (KPIs)
Quality and accuracy of research recommendations.
Timeliness of research publications and updates.
Institutional client engagement and satisfaction scores.
Contribution to business acquisition and retention.
Revenue generated through research support.
Research report utilization by clients.
Team productivity and analyst development.
Compliance adherence and audit results.
Compensation
Competitive compensation aligned with industry standards.
Performance-linked incentives based on business contribution, client engagement, and research quality.
Additional benefits as per company policy.

Work arrangement
No