
Strategic Portfolio Manager
1 day ago
Job Title: Investment Analyst
We are seeking a skilled investment analyst to join our team at Neo Wealth and Asset Management. The successful candidate will play a pivotal role in shaping the value and impact that our team delivers across the business and with our clients.
Key Responsibilities:
• Conduct thorough analysis of potential investment opportunities, including macro and micro economic factors impacting the target.
• Prepare investment memos for presentation to the investment committee.
• Engage with external diligence agencies and lawyers to finalize diligences and transaction documents.
• Monitor the performance of investee companies and take corrective steps as needed.
• Prepare internal discussion memos for investment appraisal of investee companies.
• Take recovery steps for realization of invested amount if required.
• Prepare various communications to be sent out to investors.
Requirements:
• Chartered Accountant (Rankers/Freshers) or MBA degree.
• 0-5 years of experience in debt investments/credit evaluation.
• In-depth understanding of financial statements.
• Experience/knowledge of Insolvency and Bankruptcy Code and/or SARFAESI.
• Proficiency with MS-Excel and MS-PowerPoint.
• Strong analytical and quantitative skills, with ability to create/gather/analyze data.
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