Unlisted Market Opportunities Specialist

1 day ago


India Neo Wealth and Asset Management Full time
About Neo Wealth and Asset Management

We are a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions.

Through our various business lines, we serve a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Our goal is to assist in India's glorious aspiration on self-reliance and egalitarian prosperity.

We are building the next billion tech for the best wealth management platform and financial ecosystem.

Our Team

We have ~700 employees working together to achieve our vision.

We manage assets worth AUM of ~₹ 8,000 Cr and Asset Under Advisory of ~₹ 30,000 Cr through our platforms.

The Role

We are seeking a Unlisted Market Opportunities Specialist to join our team.

  • You will analyze detailed financial statements and value companies under coverage.
  • You will track corporate actions in listed/unlisted stocks and analyze related opportunities.
  • You will work on companies to prepare detailed financial models and research reports.
  • You will develop and manage Management Information Systems (MIS).
  • You will create client-facing presentations and participate in client meetings.
Requirements

To be successful in this role, you should have a Graduate degree in Finance or CA/CFA certification.

We estimate the salary for this position to be around ₹80,000 - ₹120,000 per annum based on industry standards.


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