Wealth Management Analyst

3 weeks ago

Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time
We're Hiring: Analyst | Neo Wealth and Asset Management

Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?

Neo Group is looking for Analysts to join our high-performing teams in Wealth Management

Role: Portfolio Analyst

Location: Mumbai

Experience: 2-4 years (Minimum relevant experience) in wealth management

What You'll Do:

- Research across equities, debt, alternatives & private markets
- Build and analyze financial models & valuations
- Support senior bankers/portfolio managers in client portfolios & transactions
- Prepare investment reports, IC notes & client presentations
- Track markets, earnings & thematic investment trends

What We're Looking For

- Strong analytical & financial modelling skills
- Excel + PowerPoint proficiency (Bloomberg/analytics tools a plus)
- CA / CFA background preferred (not mandatory)

If you're a data-driven analyst with a passion for uncovering insights and optimizing investment strategies, we invite you to join Neo Wealth Management

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