Head – Equity Research & Advisory

StackWealth LLC; Mumbai; Presencial; INR 4.000.000 - 8.000.000; Jornada completa

Descripción de la vacante

Stack Wealth LLC in Mumbai seeks a senior equity professional to lead and build its equity research function. You will translate research into actionable investment recommendations and manage a team of analysts.

The role blends fundamental analysis with momentum indicators and portfolio construction, and you will be accountable for the performance of recommendations across client portfolios. You will present views to senior leadership and wealth teams, train wealth managers, and help develop

Formación

• 8–12+ years of relevant experience in equity research or a similar investment role.
• Strong track record covering Indian equities across multiple sectors.
• Experience where research recommendations influenced portfolios or client decisions.
• Strong understanding of fundamental analysis, financial modelling and valuation.
• Practical understanding of technical analysis, momentum and market behaviour.

Responsabilidades

• Lead Stack Wealth’s equity research and recommendation framework across Indian listed equities.
• Build and manage a high-quality team of equity research analysts.
• Generate and approve actionable stock recommendations using fundamental research, valuation, market data and momentum indicators.
• Define entry levels, targets, risk parameters, investment thesis and exit/invalidation conditions for recommendations.
• Own the quality and performance of equity recommendations across client portfolios.
• Build model portfolios and provide inputs on stock selection, position sizing, sector exposure and portfolio risk.
• Establish a disciplined process for tracking every recommendation—from initiation to closure.
• Conduct company and sector research including management interactions, earnings analysis, financial modelling and benchmarking.
• Identify when an investment thesis has changed and adjust Buy/Hold/Sell/Exit accordingly.
• Present investment views to senior leadership, wealth managers and clients clearly and commercially.
• Train Wealth Managers to understand and communicate equity recommendations effectively.
• Work with Product, Advisory and Wealth teams to improve client engagement and outcomes.
• Build technology and AI-enabled workflows to improve research speed and depth.
• Ensure research processes and communication adhere to regulatory standards.

Conocimientos

Equity research

Portfolio management

Fundamental analysis

Technical analysis

Risk management

Team leadership

Client communication

Educación

NISM certifications

CFA / CA / MBA Finance

Descripción del empleo

We are looking for a senior equity professional to lead and build Stack Wealth’s equity research function.

This is not a pure research-reporting role. You will be responsible for translating research into actionable investment recommendations, building a disciplined research process, managing a team of analysts, tracking outcomes, and ensuring that our equity views ultimately create measurable value for clients.

The ideal candidate should combine strong fundamental research capability with an understanding of market momentum, technical indicators and portfolio construction, and should be comfortable being accountable for the performance of recommendations—not just the quality of research behind them.

What You’ll Own

• Lead Stack Wealth’s equity research and recommendation framework across Indian listed equities.
• Build and manage a high-quality team of equity research analysts.
• Generate and approve actionable stock recommendations using fundamental research, valuation, market data and technical/momentum indicators.
• Define entry levels, targets, risk parameters, investment thesis and exit/invalidation conditions for recommendations.
• Own the quality and performance of equity recommendations across client portfolios.
• Build model portfolios and provide inputs on stock selection, position sizing, sector exposure and portfolio risk.
• Establish a disciplined process for tracking every recommendation—from initiation to closure - and regularly review hit rate, alpha, drawdowns and attribution.
• Conduct company and sector research including management interactions, channel checks, earnings analysis, financial modelling and competitive benchmarking.
• Identify when an investment thesis has changed and take timely Buy / Hold / Sell / Exit decisions.
• Present investment views to senior leadership, wealth managers and clients in a clear and commercially relevant manner.
• Train Wealth Managers to understand and communicate equity recommendations effectively.
• Work closely with Product, Advisory and Wealth teams to improve client engagement and investment outcomes.
• Build technology and AI-enabled workflows that improve the speed, consistency and depth of equity research.
• Ensure research processes and communication adhere to applicable regulatory and compliance standards.

What We’re Looking For

• 8–12+ years of relevant experience in equity research, portfolio management, PMS, institutional equities, brokerage research, wealth management or a similar investment role.
• Strong track record covering Indian equities across multiple sectors.
• Experience where research recommendations have directly influenced portfolios or client investment decisions.
• Strong understanding of fundamental analysis, financial modelling and valuation.
• Practical understanding of technical analysis, momentum and market behaviour; ability to combine these with fundamental research is strongly preferred.
• Experience in portfolio construction, position sizing and risk management.
• Demonstrated ability to distinguish between a good company and a good investment at the prevailing valuation.
• Strong decision-making discipline around both buying and selling stocks.
• Experience managing and reviewing the work of equity analysts.
• Ability to communicate complex investment ideas simply to clients and non-research teams.
• High ownership mindset—the role requires accountability for outcomes, not simply producing research.
• Relevant NISM certifications are preferred. CFA / CA / MBA Finance or other investment qualifications would be an added advantage.

Why Stack Wealth

Stack Wealth is building a technology-led wealth management platform for Indian investors, combining personalised advisory, investment research and AI-enabled wealth management.

This role offers the opportunity to build and own the equity research function rather than inherit a narrowly defined analyst role. You will work closely with the founders and senior leadership and have direct visibility into how research gets translated into products, portfolios and client outcomes.