Job Description
Position: Senior Vice President / Associate Director – Financial Research
About Axience
Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients
We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
Our main office is in Mumbai, supported by small satellite capabilities in many other parts of the world
Financial Research
Under our Financial Research vertical, we support reputable clients in the financial services industry including private and public markets investors, family offices, investment banks and others
The scope ranges from investment analysis, desktop due-diligence, financial modelling, valuation as well as ongoing analyst support for our buy-side clients and equity / credit research and corporate finance analyst support to our sell-side clients
Our business is healthy mix of ongoing support to our clients as well as relatively complex ad-hoc projects
Irrespective of engagement, Axience prides itself in differentiating itself from various competitors by delivering incredible quality and value to small / mid-size outsourcing and research services relationship which requires experienced professionals with strong experience and skills
This mix allows our staff to have arguably better learning and growth opportunities than our peers
Senior Vice President / Associate Director
Axience is looking for an experienced professional with unmatched execution and leadership abilities from third party KPOs or financial services / consulting / research agencies captives who can lead / co-lead research delivery across FR segments. Ideally such an individual will have background both in financial and business research however strong / demonstrable and progressive background in financial / investment research is absolutely required.
Delivery
Manage multiple ongoing client accounts and projects and underlying teams
Manage multiple ad-hoc projects and underlying team structure for our financial services clients ranging from equity / credit research, investment banking support, feasibility studies, investment evaluations to due diligence among others and / or strategic / market / business assessment for our corporate and family office clients
Lead and be responsible for pilots and successfully winning new client accounts, driven by an unmatched ownership, quality, execution and leadership abilities
Hold responsibility for ensuring quality of delivery for all / selected clients / projects
Be ultimately responsible for project planning and execution processes - proposal preparation, client communication, project plan, team allocation, work review and finalization
Hiring, Training and Development
Be responsible for supporting management and working alongside / guide HR / admin in effective, efficient and target hiring and enhancing Axience brand among talent and universities
Lead / co-lead training and development of underlying delivery teams
Define framework of minimum deliverables by team members and align hiring and training/development to such framework
Strategy and Growth
Be responsible for select areas / vertical / themes pre-sales / business development P&L
Support / guide collateral development for business development and marketing related to delivery, thought leadership, whitepapers as well as pitches, emails templates, website and social media
Be directly / indirectly responsible for various pre-sales and BD activities, including managing small teams
While the position requires professionals with core experience in Financial Research, anyone that can also handle strategic research / market sizing / assessment aspects pertaining to investment / commercial due diligence mandates will be more preferred. However, Financial Research skillset is primary requirement.
Required Background and Characteristics
Advanced education from top tier institutions with top 10% academic performance in the class
This role requires professionals who have considers themselves top 5% in the industry and are judged as most dynamic, efficient, organized and skilled demonstrated by their…
About Axience
Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients
We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
Our main office is in Mumbai, supported by small satellite capabilities in many other parts of the world
Financial Research
Under our Financial Research vertical, we support reputable clients in the financial services industry including private and public markets investors, family offices, investment banks and others
The scope ranges from investment analysis, desktop due-diligence, financial modelling, valuation as well as ongoing analyst support for our buy-side clients and equity / credit research and corporate finance analyst support to our sell-side clients
Our business is healthy mix of ongoing support to our clients as well as relatively complex ad-hoc projects
Irrespective of engagement, Axience prides itself in differentiating itself from various competitors by delivering incredible quality and value to small / mid-size outsourcing and research services relationship which requires experienced professionals with strong experience and skills
This mix allows our staff to have arguably better learning and growth opportunities than our peers
Senior Vice President / Associate Director
Axience is looking for an experienced professional with unmatched execution and leadership abilities from third party KPOs or financial services / consulting / research agencies captives who can lead / co-lead research delivery across FR segments. Ideally such an individual will have background both in financial and business research however strong / demonstrable and progressive background in financial / investment research is absolutely required.
Delivery
Manage multiple ongoing client accounts and projects and underlying teams
Manage multiple ad-hoc projects and underlying team structure for our financial services clients ranging from equity / credit research, investment banking support, feasibility studies, investment evaluations to due diligence among others and / or strategic / market / business assessment for our corporate and family office clients
Lead and be responsible for pilots and successfully winning new client accounts, driven by an unmatched ownership, quality, execution and leadership abilities
Hold responsibility for ensuring quality of delivery for all / selected clients / projects
Be ultimately responsible for project planning and execution processes - proposal preparation, client communication, project plan, team allocation, work review and finalization
Hiring, Training and Development
Be responsible for supporting management and working alongside / guide HR / admin in effective, efficient and target hiring and enhancing Axience brand among talent and universities
Lead / co-lead training and development of underlying delivery teams
Define framework of minimum deliverables by team members and align hiring and training/development to such framework
Strategy and Growth
Be responsible for select areas / vertical / themes pre-sales / business development P&L
Support / guide collateral development for business development and marketing related to delivery, thought leadership, whitepapers as well as pitches, emails templates, website and social media
Be directly / indirectly responsible for various pre-sales and BD activities, including managing small teams
While the position requires professionals with core experience in Financial Research, anyone that can also handle strategic research / market sizing / assessment aspects pertaining to investment / commercial due diligence mandates will be more preferred. However, Financial Research skillset is primary requirement.
Required Background and Characteristics
Advanced education from top tier institutions with top 10% academic performance in the class
This role requires professionals who have considers themselves top 5% in the industry and are judged as most dynamic, efficient, organized and skilled demonstrated by their…
💡 Quick Summary
Seeking a career-building opportunity? The Senior Vice President/Associate Director – Financial Research position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.