Aikyam Capital - Manager - Investment Analyst

Role Expectation:

As a Investment Analyst- Manager in the investment management team, you will play a pivotal role in supporting the firm's investment decisions and operational activities. The role is ideal for individuals with a strong analytical mindset and a passion for exploring financial markets. We expect candidates to:

- Conduct in-depth data analysis and derive actionable insights to assist in investment decision-making.

- Design and maintain proprietary investment models, screeners, and dashboards for tracking market trends and opportunities.

- Stay abreast of developments across global and Indian financial markets to identify emerging investment themes.

- Leverage financial and statistical tools to assess the performance of investment strategies.

- Collaborate closely with the investment team to support fund management activities and portfolio analysis.

- Contribute to thought leadership by creating research reports, white papers, and client presentations.

- This role offers significant exposure to a broad range of asset classes, including equities, fixed income, alternatives (at a later stage), and thematic investments, making it a comprehensive learning and growth opportunity.

Key Responsibility:

Data Analysis and Research:

- Collect, clean, and analyze historical financial data to derive investment insights.

- Create customized financial screeners to monitor performance metrics across asset classes.

- Identify trends and patterns using advanced statistical and econometric models.

Investment Strategy Development:

- Develop and back-test quantitative models to evaluate investment ideas.

- Assess investment opportunities by applying financial metrics like IRR, Sharpe ratio, and Information ratio.

- Generate innovative investment themes by analysing macroeconomic and sectoral data.

Portfolio Monitoring and Reporting:

- Track and report portfolio performance, benchmarking results against key market indices.

- Develop interactive dashboards to communicate performance and risk metrics effectively.

- Prepare regular reports for internal and client use, highlighting key insights and recommendations.

Required Skills:

- Strong analytical skills with the ability to interpret complex data sets.

- Proficiency in financial modeling and quantitative analysis.

- Hands-on experience with statistical tools like Python, R, MATLAB, or similar.

- Advanced knowledge of Excel and visualization tools like Power BI or Tableau.

- Understanding of global and Indian financial markets, including equities, fixed income, and alternatives.

- Excellent written and verbal communication skills for creating reports and presentations.

Educational Background:

- Bachelor's degree in engineering (preferred), Economics.

- Master's degree (MBA/PGDM) in Finance or FRM/ CFA/CAIA certification will be an advantage.

Work Experience:

- 2-5 years of relevant experience in investment management, equity research, data analytics, or financial services.

- Exposure to handling AIFs, mutual funds, or private equity investments will be a strong plus