Equity Research Senior Manager

• Team Leadership: Mentor junior analysts and manage performance reviews
• Strategic Oversight: Shape and execute team strategy in alignment with broader business goals, including coverage expansion, thematic focus, and client engagement
• Governance: Driving governance and leadership across four key pillars: AI & Automation, Learning & Development (L&D), Risk & Compliance, and Employee Engagement
• Risk Management & Compliance Adherence: Demonstrated ability to identify and mitigate operational risks in research processes, with strong adherence to internal governance frameworks, regulatory requirements, and compliance protocols
• Stakeholder Engagement: Act as a key liaison with global stakeholders, including compliance, legal, and Senior Research Management
• Driving AI adoption across the team to enhance research workflows, improve efficiency, and support innovation in analytical approaches
• Cross-Functional Contribution: Actively contribute to initiatives across the CIB Business Teams, supporting broader strategic and operational goals
• Thematic & Cross-Sector Research: Collaborate with the Lead Analyst to conduct in-depth thematic and cross-sector research, identifying trends and investment opportunities
• Financial Modeling: Build and maintain detailed financial models to support company valuations, including DCF, relative valuation, and scenario analysis
• Report Writing: Contribute to the development of high-quality investment research materials, including thematic research reports, sector updates, and company-specific notes that offer clear insights and actionable recommendations
• Earnings Analysis: Update live earnings models, analyze quarterly results and conference calls, and draft earnings notes with key takeaways and investment implications
• Industry Databases: Create and manage comprehensive industry databases to track key metrics, trends, and competitive dynamics
• Data Gathering & Analysis: Gathering and analyzing large data sets from a variety of sources including company reports and online databases for conversion to crisp research reports
• Project Ownership: Independently manage complex research projects, ensuring timely delivery of high-quality work with minimal supervision

• Outstanding academic qualifications with a minimum of MBA / Master’s in Finance from a premier institution / CFA / CA
• 6+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience
• Leadership & Team Development: Mentor junior analysts, foster a high-performance culture, and manage team development through coaching and feedback
• Governance & Compliance Oversight: Ensure research outputs and team operations adhere to internal policies, regulatory standards, and audit requirements
• Risk & Control Mindset: Proactively identify and mitigate operational risks in research processes and publications
• Strategic Thinking: Ability to align research priorities with broader business goals, contribute to strategic planning, and drive initiatives across the CIB Business team
• Operational Excellence: Drive process improvements, enhance research workflows, and ensure timely, high-quality deliverables from the team
• Strong Financial Acumen: Demonstrated understanding of accounting principles, financial statements, and valuation methodologies, including key financial and valuation ratios
• Analytical Skills: Ability to read through financial reports, news, investor presentations, and transcripts and identify key information
• Database Proficiency: Skilled in using financial data platforms such as Bloomberg, FactSet, and others, including the ability to extract and manipulate data using formulas and custom queries
• Advanced Financial Modeling: Experience in updating and maintaining financial models for various scenarios including earnings forecasts, M&A analysis, corporate restructuring, and initiation coverage
• Strong Investment Research Writing Skills: Strong writing skills with the ability to produce clear, concise, and insightful investment research notes covering earnings results, sector themes, and market outlooks
• Technical Tools & Software: Proficient in Microsoft Office Suite, especially Excel and PowerPoint. Familiarity with Excel VBA programming is a strong plus. Exposure to AI tools and techniques for enhancing research workflows is highly desirable
• Effective Communication: High level of proficiency in English with the ability to communicate clearly and professionally with global stakeholders

Exposure to AI tools and techniques for enhancing research workflows

• Equal opportunity employer policy
• Drug-free workplace