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Senior Equity Research Analyst
1 month ago
Company Overview
Stack is a Y Combinator-backed wealth-tech startup that revolutionizes private wealth management for India's emerging affluent. Backed by investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we're building a tech-first platform to democratize sophisticated investment strategies.
Our mission is to blend cutting-edge technology with deep financial expertise to empower clients to achieve their financial aspirations.
Job Summary
We seek a seasoned Sr. 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 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.
- Client & Stakeholder Engagement
- Team Leadership & Mentorship
- Valuation & Investment Recommendations
- Market Intelligence & Thought Leadership
- Portfolio Strategy & Risk Management
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:
- 5–8 years in equity research, portfolio management, or investment banking, with exposure to global markets. We are also looking for 1-5years exp. candidates as well.
- 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.