Posted 09 July, 2026

Head of Research - Public Equities

Michael Page

Bengaluru, KA, IN Full Time

Reference: 96655505c02fd460

About Our Client

\n Our client is a leading public markets investment fund deploying capital in India and US markets.

Job Description

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).

The Successful Applicant

A successful Head of Research should have:

14-18+ years of experience in equity research or public markets investing, ideally with a mix of India and US-focused mandates.
Education - MBA, CA, CFA, or equivalent qualification preferred
Sector coverage - Must have covered Consumer, Financial Services, Technology and Healthcare.
Demonstrated track record of generating alpha or leading high-performing research teams.
Deep understanding of India and US capital markets, regulatory frameworks, and sector dynamics.
Experience in both large-cap and mid/small-cap coverage preferred