Open to opportunities

Chirayu Luhadia

@chirayuluhadia

Portfolio analytics and investment performance professional with 13 months of end-to-end advisory experience across 300+ portfolios.

India

Message

What I'm looking for

I’m looking to build portfolio analytics and investment performance management work using rigorous quantitative analysis, scalable dashboards, and client-ready research—supporting proactive rebalancing decisions in a data-driven, stakeholder-aligned environment.

I’m a finance professional with 13 months of end-to-end investment advisory experience, covering client risk profiling, comprehensive financial planning, asset allocation, mutual fund analysis, and portfolio performance tracking across 300+ portfolios.

I built Power BI and Excel dashboards and automated analytical workflows to drive fund-switch decisions and rebalancing recommendations used by senior stakeholders. I also developed a scalable Excel model computing XIRR, volatility, and diversification metrics across 100+ multi-asset portfolios, reducing manual effort while improving reporting accuracy.

I hold the Chartered Wealth Manager (CWM) designation (both levels cleared) and appeared for CFA Level 1 in May 2026. I’m targeting Portfolio Analytics, Investment Performance Management, and Research Associate roles where quantitative rigor, clear communication, and client-facing delivery are central to impact.

Experience

Work history, roles, and key accomplishments

Investment Research Analyst

Core Financial Services

Mar 2025 - Apr 2026 (1 year 1 month)

Delivered end-to-end financial planning and client advisory for 300+ retail and HNI portfolios, translating client risk profiling and discovery into goal-based cashflow plans and product recommendations. Built Power BI/Excel dashboards and automation for portfolio performance and rebalancing insights, supporting 15–25% portfolio growth for managed clients.

Financial Planning Asset Allocation Mutual Fund Analysis Power BI Excel Automation Macroeconomic Research