Job Description

Full Time


Onsite


5+



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.