Lead Equity Research & Advisory

Experience: 8–12+ years

Company: Stack Wealth

About the Role

We are looking for a senior equity professional to lead and build Stack Wealths 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 Youll Own

• Lead Stack Wealths 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 Were 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.