Lead Analyst - Equity Research - Midcap/Capital Markets

Role Objective: The Lead Analyst will be responsible for driving sector-level thought leadership and revenue-oriented research in the Midcap space. The role combines deep fundamental research, client-facing engagement and team leadership, with a clear mandate to generate actionable investment ideas for professional investor clients. Key Role Expectations: 1. Research Ownership & Idea Generation: - Lead in-depth fundamental research on the Midcap sector through interactions with company management, industry experts, regulators and policymakers. - Convert qualitative sector insights into robust financial models, valuations, and investment theses. - Maintain active coverage, delivering timely, actionable calls aligned with market developments. - Consistently generate money-making research ideas that translate into brokerage and client engagement outcomes. 2. Client & Business Engagement: - Actively interact with institutional clients, professional investors, fund managers, and prop desks. - Conduct client calls/meetings to articulate views, drive alpha and strengthen relationships. - Partner with Sales teams to enable meaningful client conversations using sector insights. - Represent the firm with clients, corporates and occasionally media as a credible sector expert. 3. Leadership & Team Development: - Mentor and scale the capabilities of research associates, enabling them to take ownership of coverage and outputs. - Drive quality, relevance and timeliness of research deliverables. - Build a strong internal research culture focused on accountability, analytical rigor and commercial relevance. 4. Corporate Access & Market Positioning: - Organize and anchor corporate access events. - Strengthen the firm's positioning as a trusted equities research partner with corporates and investors. - Facilitate interactions between corporates, industry experts, and clients. Education: CA / CFA / MBA from a reputed institute. Experience: - 12 - 15 years of relevant experience in Equity Research / Capital Markets, preferably with strong Midcap sector exposure. - Demonstrated experience in client-facing research roles with institutional investors. Core Competencies: - Strong understanding of business models, financial statements, accounting, and taxation. - Advanced financial modelling and valuation skills. - Ability to simplify complex sector developments into clear investment narratives. - Strong decision-making and relationship management capabilities. Behavioural Attributes: - High ownership mindset and commercial orientation. - Excellent written and verbal communication skills. - Comfortable engaging with senior corporate leadership, fund managers and regulators. - Ability to perform under tight timelines and market pressure.