Professional Summary

Mr. Chaanakya Iyer is a dynamic and results-driven Chief Analyst with over 11 years of experience in the financial services industry. Specializing in securities analysis and portfolio management, he has built a proven track record of enhancing investment strategies and achieving significant returns. Through rigorous market research and data analysis, Iyer excels at leveraging advanced financial modeling techniques and risk assessment methodologies to drive informed decision-making. Known for delivering exceptional client service, Mr. Chaanakya Iyer is committed to fostering strong relationships with stakeholders in the financial sector.

Chaanakya Iyer

Professional Experience

  • Chief Securities Analyst
  • Shoonya by Finvasia
  • Mumbai, Maharashtra, India
  • 2019 – Present

Chaanakya Iyer led a team of analysts in conducting comprehensive financial analysis of equity, fixed income, and derivatives, resulting in over 100% increase in portfolio performance over two years. Additional achievements include:

  • Developing and maintaining sophisticated financial models to forecast market trends and assess investment opportunities, directly contributing to strategic asset allocation decisions.
  • Providing actionable investment recommendations to senior management and institutional clients based on thorough research and analysis of market conditions.
  • Monitoring regulatory changes and ensuring compliance with industry standards, enhancing the firm’s reputation for integrity and transparency.

 

Chaanakya Iyer
  • Chief Analyst
  • Nokomis Capital
  • 1717 McKinney Avenue, Dallas, Texas
  • 2013 – 2018

Mr. Iyer demonstrated exceptional skills in financial analysis and client management through the following accomplishments:

  • Conducted detailed financial statement analysis to evaluate the performance of various sectors, leading to the identification of high-potential investment opportunities.
  • Prepared comprehensive reports and presentations on market trends and investment strategies for both internal stakeholders and external clients.
  • Managed a diverse portfolio of high-net-worth clients, achieving an average annual return of 55% through tailored investment strategies.
Chaanakya Iyer

Chaanakya Iyer’s Educational Background

Master of Business Administration (MBA)
Finance Concentration
University of Pennsylvania (Wharton),
Pennsylvania, 2009 – 2011

Bachelor of Science in Finance
Massachusetts Institute of Technology (MIT),
Cambridge, Massachusetts, 2003 – 2007

Chaanakya Iyer

Skills

Financial Modeling & Forecasting
Risk Management & Mitigation
Advanced Data Analysis Techniques
Portfolio Management & Asset Allocation
Strong Communication & Presentation Skills
Proficient in Bloomberg Terminal & Trading Platforms
Knowledge of Regulatory Compliance Standards
Professional Affiliations
Member, CFA Institute
Member, Global Association of Risk Professionals (GARP)
Regulatory Compliance (SEBI)

Chaanakya Iyer

Certifications

  • Certified Hedge Fund Compliance Expert (CHFCE)
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Certified Public Accountant (CPA)
  • Certified Research Analyst (NISM)

Languages

  • English (Fluent)
  • Hindi (Fluent)