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.

Bangalore

Stack Wealth - Equity Analyst 

Job Description for Stack Wealth - Equity Analyst  in Stack Finance in  Bangalore for (2-10) years of experience. Apply Now!