Strategic Portfolio Manager

1 day ago


Cochin, Kerala, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,20,00,000

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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