Senior Equity Analyst
4 weeks ago
Job Summary:
- 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 & Bachelor's/Master's in Finance, Economics, Business, or related fields.
MBA/CFA/FRM CFA Level 3 (charterholders preferred).
Bonus: Certifications in financial engineering, quantitative finance, or programming 5-8 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
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