01Overview
Role Overview
We are seeking an experienced Head Global Capability Centre to lead the firm's centralized analyst engine responsible for delivering high-quality client-facing investment research, portfolio reviews, proposals, IPS documents, product notes,
and MIS. The role will drive operational excellence, technology adoption, stakeholder management, and team development while ensuring institutional-quality output at scale.
Key Responsibilities
- Build and lead the analyst function, including hiring, training, and resource planning.
- Establish quality standards and oversee portfolio reviews, proposals, IPS documents, and investment deliverables.
- Drive productivity through process optimization, automation, AI adoption, and analytics tools.
- Partner with Investment Counsellors, RM teams, Technology, and Product teams to deliver timely, high-quality outputs.
- Monitor SLAs, governance, compliance, quality metrics, and stakeholder satisfaction while developing analyst talent.
Desired Candidate Profile
- 1015 years of experience in investment research, wealth advisory, or financial services with significant UHNI client exposure and 5+ years leading teams.
- Solid knowledge of Indian and global asset classes, including Mutual Funds,
PMS, AIFs, NCDs, REITs/InvITs, and offshore investments.
- Experience driving technology, AI adoption, and process automation within research or analytics functions.
- Strong leadership, stakeholder management, and operational excellence skills.
Educational Qualifications
- CFA, CA, MBA (Finance), or equivalent from a reputed institution.
Preferred Skills
- Experience in a Global Capability Centre (GCC) or shared services environment.
- Familiarity with investment analytics platforms, workflow automation, and AI-enabled research tools. .
