ABOUT THE FIRM:

Privus Advisors is a boutique advisory firm that provides data-driven, customized financial solutions to high net-worth clients. The firm focuses on deep research and market insight to support prudent, strategic investment decisions. Team members share a solid commitment to offering pure investment advice without proprietary products or sales-driven agendas.

All recommendations are guided solely by client needs, ensuring independent, unbiased investment choices. This client-first, research-led approach defines the firm’s culture and sets it apart in the wealth management industry.

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- Conduct comprehensive macroeconomic, sectoral, and asset-class research to support investment strategies across domestic and global markets.
- Analyse financial statements, economic indicators, market data, and fund performance to identify trends, risks, and investment opportunities.
- Source, validate, and synthesise data from multiple sources; build and maintain research databases and analytical frameworks.
- Develop and maintain financial models, valuation frameworks, screening tools, and analytical models to support investment evaluation and decision-making.
- Prepare investment memoranda, research reports, market updates, and presentation materials for internal decision-making and client engagement.
- Monitor market developments, central bank policies, corporate earnings, economic indicators, and regulatory changes,



and assess their potential impact on investment portfolios.
- Collaborate with investment advisors to translate research insights into clear, actionable, and client-ready recommendations, while maintaining high standards of accuracy, objectivity, and compliance with internal policies and regulatory requirements.
- Analyse and review existing client portfolios to assess performance, asset allocation, risk exposure, diversification, and alignment with stated investment objectives.
- Conduct independent portfolio reviews and develop actionable recommendations, including rebalancing, asset allocation adjustments, risk-return optimisation, and identification of portfolio gaps or concentration risks.

QUALIFICATION:

- Bachelor's in Finance/Economics with CFA, OR
- Master’s in Finance/Economics with CFP/NISM XV Certification.

MUST HAVE SKILLS:

- Excellent analytical & communication skills – written & verbal.
- Strong understanding of financial concepts including valuation, portfolio theory, and capital markets.
- Proficiency in MS Excel and PowerPoint and financial data platforms.
- High attention to detail and ability to handle sensitive financial data responsibly.
- Ability to work in a diverse team, manage deadlines, while ensuring high-quality output.

REMUNERATION: basis last drawn salary

EXPERIENCE: min. 2 years in a similar role

WORKING HOURS: 9.00 am – 5.00 pm (Monday – Friday)

LOCATION: Fort, Mumbai

📌 Research Associate (Mumbai)
🏢 Privus Advisors
📍 Mumbai