We seek a seasoned Senior Equity Analyst to lead high-impact equity research, portfolio strategy, and investment decision-making. You will analyze global markets, mentor junior analysts, and shape Stack’s investment philosophy. This role demands a rare combination of technical rigor, strategic foresight, and leadership to drive alpha generation and client success in a fast-paced, innovative environment.

Key Responsibilities

• Advanced Equity Research & Analysis

• Conduct deep-dive fundamental analysis of companies across sectors, evaluating financial statements, competitive positioning, and industry trends to identify high-conviction opportunities.

• Build complex financial models (DCF, LBO, merger scenarios, 3-statement forecasting) to assess intrinsic value and growth potential.

• Portfolio Strategy & Risk Management

• Collaborate with portfolio managers to design and optimize equity portfolios, balancing risk-return objectives and factor-based strategies.

• Conduct performance attribution analysis to evaluate portfolio deviations from benchmarks and refine investment theses.

• Market Intelligence & Thought Leadership

• Monitor global macroeconomic trends, geopolitical shifts, and sector-specific catalysts to inform tactical asset allocation.

• Publish actionable research reports and market commentaries for internal teams and clients.

• Valuation & Investment Recommendations

• Perform robust valuation analyses (relative, intrinsic, scenario-based) and stress-test assumptions under varying market conditions.

• Present actionable buy/sell/hold recommendations to senior leadership and clients, backed by data-driven insights.

• Team Leadership & Mentorship

• Train junior analysts in financial modeling, research methodologies, and compliance with global best practices.

• Spearhead the development of proprietary analytical tools or quantitative models to enhance research efficiency.

• Client & Stakeholder Engagement

• Articulate complex investment strategies to clients and stakeholders through clear, compelling presentations.

• Collaborate with product teams to translate research insights into scalable, tech-driven solutions.
   

Qualifications & Requirements

• Education: Bachelor’s/Master’s in Finance, Economics, Business, or related fields. MBA/CFA/FRM preferred.

Certifications:

• Mandatory: CFA Level 3 (charterholders preferred).

• Bonus: Certifications in financial engineering, quantitative finance, or programming (Python/R).

Experience:

• 1–8 years in equity research, portfolio management, or investment banking, with exposure to global markets.

• Proven track record of driving alpha through stock-picking or portfolio construction.

• Experience mentoring teams and leading cross-functional projects.

Technical Skills:

• Mastery of Bloomberg, FactSet, Morningstar, and financial modeling tools.

• Proficiency in Python, R, or VBA for quantitative analysis and automation.

• Advanced Excel skills (scenario analysis, macros, data visualization).

• Strategic Competencies:

• Deep understanding of factor investing, macroeconomic drivers, and multi-asset class dynamics.

• Ability to synthesize complex data into actionable, client-ready insights.

• Entrepreneurial mindset to innovate within a startup environment.
   

Desired Competencies

• Analytical Excellence: Combine quantitative rigor with qualitative judgment to uncover market inefficiencies.

• Leadership: Inspire teams through intellectual curiosity, collaboration, and accountability.

• Adaptability: Thrive in ambiguity and pivot strategies amid evolving market conditions.
   

What We Offer

• Impact: Shape the investment engine of a disruptive wealth-tech platform with global ambitions.

• Growth: Access to advanced training, conferences, and mentorship from industry veterans.

• Compensation: Competitive salary + performance-linked bonuses + ESOPs.

• Perks: Flexible work culture, health insurance, and cutting-edge tech tools.
   

Why Join Stack?

• Partner with a world-class team and investors to redefine wealth management for India’s next-gen investors.

• Leverage technology to scale research insights and democratize institutional-grade strategies.

• Accelerate your career in a high-growth environment where innovation meets execution.