Key Responsibilities

1. Fundamental Research & Analysis

- Lead in-depth fundamental research on equities across multiple sectors, with the ability to move fluidly between industries and geographies.

- Conduct comprehensive financial modelling, including DCF, relative valuation, sum-of-the-parts, and earnings revision analysis.

- Generate well-articulated investment theses with clear buy/sell/hold recommendations backed by rigorous bottom-up analysis.

- Monitor macro trends, central bank policy, geopolitical developments, and their potential impact on portfolio positions across Indian and international markets (USA, China, Korea, and other key regions).

- Provide fixed income research support, including credit analysis, yield curve assessment, duration risk, and sovereign/corporate bond evaluation for the outbound fund.

2. Portfolio Support - Inbound Fund

- Assist the Portfolio Manager in monitoring and rebalancing the existing India-focused inbound AIF.

- Track fund-of-fund holdings, evaluate underlying fund performance, and generate insights on sector and thematic allocation.

- Prepare periodic performance attribution reports, benchmarking results against relevant Indian market indices.

- Identify emerging investment themes within the Indian equity market through sectoral deep-dives and macroeconomic analysis.

3. Outbound Fund Development

- Play a central role in building the research and analytical infrastructure for the outbound fund targeting international equity and fixed income markets.

- Develop coverage of international companies across key markets, with an initial focus on USA, China, and Korea.

- Assess sovereign and corporate fixed income opportunities across international markets, including credit ratings, spread analysis, and macro risk assessment.

- Collaborate with the investment team on asset allocation frameworks and cross-asset strategies for the outbound fund.

4. Investment Strategy & Idea Generation

- Proactively generate and present actionable investment ideas to the portfolio management team.

- Develop and back-test quantitative screens and models to complement the fundamental research process.

- Assess investment opportunities using key financial metrics including IRR, Sharpe Ratio, Information Ratio, and other risk-adjusted return measures.

- Contribute to thematic research by analysing macroeconomic, geopolitical, and sectoral data to identify structural opportunities.

5. Reporting & Thought Leadership

- Prepare high-quality research reports, investment memos, white papers, and client presentations.

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

- Contribute to internal knowledge-sharing, market commentary, and thought leadership initiatives.

Required Skills & Competencies

- Exceptional fundamental analysis skills with a proven track record from sell-side research or a comparable investment research environment.

- Deep understanding of equity valuation frameworks and financial modelling (DCF, EV/EBITDA, P/E, NAV, etc.).

- Strong knowledge of Indian equities - ability to analyse companies across sectors in the context of India's macro and regulatory landscape.

- Working knowledge of international equity markets - particularly USA, China, and Korea - including an appreciation of cross-market dynamics.

- Understanding of fixed income markets: interest rate risk, credit spreads, duration, sovereign bonds, and corporate debt analysis.

- Strong grasp of macroeconomic indicators and their influence on both equity and fixed income portfolios.

- Excellent written and verbal communication skills; ability to distil complex analysis into clear, compelling investment narratives.

- Proficiency in financial data platforms (Bloomberg, FactSet, or equivalent).

- Advanced Excel skills; familiarity with Python, R, or similar tools for quantitative analysis is a plus.

- Experience designing investment screeners, dashboards, or analytical models for tracking market trends and opportunities.

Educational Background & Qualifications

- Bachelor's degree in Engineering, Economics, Commerce, or a related quantitative field.

- MBA (Finance) / PGDM from a reputed institution strongly preferred.

- CFA (Chartered Financial Analyst) designation - completed or in progress - is highly valued.

- FRM or CAIA certification will be an added advantage.

Work Experience

- 6-8 years of experience in sell-side equity research, buy-side investment management, or comparable investment analytics roles.

- Demonstrated experience covering a diverse range of sectors (not limited to one or two industries).

- Prior exposure to both Indian equities and at least one international market (USA, China, Korea preferred).

- Experience or working knowledge of fixed income products and markets will be a significant differentiator.

- Exposure to AIF structures, mutual funds, or other regulated investment vehicles is a plus.

Why Join Aikyam?

- Be part of a pioneering GIFT City-based asset manager at a defining stage of its growth.

- Work directly with senior leadership on both India-focused and international fund strategies.

- Rare opportunity to contribute across the full investment spectrum - from fundamental research to portfolio construction to cross-border fund development.

- Meritocratic, high-ownership culture where individual contributions directly shape investment outcomes.

- Exposure to a broad range of asset classes including Indian equities, international equities, and fixed income.