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.