Portfolio Analyst

Company Description CERVIN Family Office & Advisors Pvt. Ltd. is a SEBI-registered Investment Advisor (INA000015385) dedicated to delivering independent, high-quality advice to family office clients. The firm was founded on strong ethical standards and a commitment to providing “unadulterated” investment guidance that prioritizes client interests. The team brings deep experience from the family office space, having exclusively advised large family offices on complex financial matters. Collectively, CERVIN has advised over USD 4.5 billion in financial assets across more than 120 family offices. This specialized expertise enables the firm to design tailored solutions for each client’s long-term family office evolution.Role Description The Portfolio Analyst role is a full-time, on-site position based in Mumbai. The Portfolio Analyst will support the investment advisory team by analyzing portfolios, monitoring performance, and preparing regular reports and dashboards for family office clients. Responsibilities include conducting research on asset classes and investment products, assisting in portfolio construction and rebalancing, and evaluating risk-return profiles in line with client objectives. The role involves working closely with senior advisors to prepare client presentations, document investment recommendations, and maintain accurate data and records. The Portfolio Analyst will also collaborate cross-functionally to ensure timely execution of portfolio decisions and provide clear, data-driven insights to support strategic investment choices.QualificationsCandidates should possess strong Analytical Skills for data interpretation, performance analysis, and risk assessment.Candidates should possess solid knowledge of Investments and Portfolio Management to support asset allocation and portfolio optimization.Candidates should possess a foundational understanding of Finance, including financial markets, instruments, and valuation concepts.Candidates should possess effective Communication skills to present insights clearly, prepare client reports, and collaborate with internal stakeholders.Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, CWM, FRM) are an advantage.Proficiency in Excel and financial analysis tools; experience with portfolio management or analytics software is beneficial.Ability to work with high attention to detail, manage multiple tasks, and maintain confidentiality in handling client information.Prior experience in wealth management, investment advisory, or family office environments is a plus.