Sutherland Global Services - Manager - Equity Research (8-10 yrs)

About Sutherland Research, Markets Insights, and Innovation (MII):

- Sutherland's Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client's most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation.

- Sutherland Research & MII practice has significantly invested in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations.

Description:

Sutherland Research is looking for an enterprising professional in a managerial role who is passionate about providing bestin-class research support to some of the top buy-side and sell-side clients across geographies (primarily US and Europe but could be global) and various cap sizes (large, mid & small cap) in the Sutherland Equity Research division. You will join a dynamic and fast-paced environment and work with cross-functional teams to deliver quality research support to clients.

Roles & Responsibilities:

As an Equity Research manager, roles and responsibilities will encompass, but not be limited to, the following:

Lead a Team:

- Supervise, mentor, and guide a team of equity research analysts in their daily activities, ensuring high-quality research output.

- Set clear performance goals, provide regular feedback, and facilitate professional growth and development of team members.

- Coordinate team activities, allocate research assignments, and manage workloads to meet deadlines.

Review & Analysis:

- Oversee the research process, ensuring comprehensive analysis of companies, industries, and macroeconomic trends.

- Lead the development of financial models, valuation methodologies, and projections to assess investment opportunities.

- Review and validate the deliverables, ensuring accuracy, consistency, and adherence to regulatory standards.

Client Engagement:

- Interact with clients to discuss investment strategies, research findings, and market trends.

- Build and maintain strong client relationships by delivering insightful and tailored analysis.

Market Insights:

- Stay updated on relevant market developments, economic indicators, and regulatory changes that could impact investment decisions.

- Collaborate with other departments, such as portfolio management and trading, to align research findings with overall investment strategies.

- Provide Expert-level Research Support.

- Based on the business requirement the candidate may also be expected to work in an individual contributory role providing expert-level support to onboard new clients and lead pilot projects.

Strategy Development:

- Contribute to the development of the firm's investment strategy by identifying emerging trends, risks, and opportunities.

- Collaborate with senior management to define the firm's approach to equity research and refine research methodologies.

Compliance and Ethics:

- Ensure all research activities comply with relevant industry regulations, ethical standards, and best practices.

- Uphold the firm's reputation for integrity, transparency, and unbiased analysis.

Qualifications & Required Skillsets:

To succeed in this position, you must:

- MBA-Finance from tier-I/ II institutes/ CA, CFA (US).

- 8+ years of experience in Equity Research.

- Have at least 3 years of people management experience in leading teams of at least 3+ members.

- Experience in investment analysis (either buy or sell-side).

- Strong financial modeling and analytical skills.

- Proven ability to deliver under a high-pressure environment with a passion for overcoming challenges.

- Be organized and can multi-task.

- Quality-focused with attention to detail and client service.

- Technologically competent (Word, Excel, Internet, Bloomberg, Reuters, FactSet, etc.

- Have strong analytical skills; be able to interpret data, identify trends, and make suggestions for improvements.

- Ability to work collaboratively in a fast-paced, dynamic environment and adapt to changing market conditions.

- Have strong verbal and written communication skills; be able to communicate in a clear, constructive, and professional manner