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.

JOB DESCRIPTION:
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 recommendatio

📌 Research Associate (Mumbai)
🏢 Privus Advisors
📍 Mumbai