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.

The Portfolio Analyst role is a full-time, in office position based in the Mumbai Metropolitan Region. The analyst will support portfolio construction and monitoring by performing quantitative and qualitative analysis of investments, markets, and client portfolios. Day-to-day responsibilities include tracking portfolio performance, conducting risk and return analysis, preparing investment reports and presentations, and assisting in the development of asset allocation strategies.

The role also involves collaborating with senior advisors to evaluate current investment opportunities, updating financial models,



and ensuring recommendations align with each client’s objectives and risk profile. The analyst is expected to maintain accurate documentation, stay informed about market developments, and contribute to continuous improvement of investment processes.

MUST HAVE SKILLS
Robust analytical skills, including quantitative analysis, data interpretation, and problem solving abilities.
Sound knowledge of Investments and Portfolio Management, with familiarity in asset classes, risk metrics, and portfolio construction.
Proficiency in Excel and financial modeling; experience with portfolio analytics tools or databases is beneficial.
Detail-oriented mindset, high level of integrity, and commitment to unbiased, client-centric investment advice.
Ability to work collaboratively in a diverse team and manage multiple tasks within deadlines.

QUALIFICATION: Bachelor’s or master’s degree in Finance, Economics, Business with CFP or NISM XA & XB

EXPERIENCE: Min. 1 year in accounting or finance or related field

LOCATION: Fort, Mumbai

REMUNERATION: basis last drawn

📌 Portfolio Analyst Mumbai
🏢 Privus Advisors
📍 Mumbai