Senior Equity Research 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

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.