Stack Wealth - Equity Analyst

Company Overview:

Stack is a Y Combinator-backed wealth-tech startup revolutionizing 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 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:

- 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.