Investment Analyst

5 days ago

Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Position
– Investment Analyst/ Associate

Summary:

The incumbent will be a part of the investment team of Neo Special Credit Opportunities Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve evaluating various investment opportunities by doing thorough diligence, developing sector/industry understanding, preparing investment models and memos, presenting to investment committees, negotiating the transaction documents and regular monitoring of portfolio companies post investment.

Job Responsibilities:

  • Analysis of potential investment opportunities
  • Analysis of macro and micro economic factors impacting the target
  • Preparation of financial model
  • Preparation of investment memos to be put up to Investment Committees
  • Engaging with external diligence agencies and lawyers to finalize diligences and transaction documents
  • Post investment monitoring of investee companies
  • Taking corrective steps for improving performance of investee companies, if required
  • Preparing internal discussion memos for investment appraisal of investee companies
  • Taking recovery steps for realization of invested amount, if required
  • Preparation of various communications to be sent out to investors

Academic Qualification and Experience:

  • Qualification - Chartered Accountant (Ranker preferred) or MBA
  • Experience - 0-5 years
  • Field of Experience – Experience in the field of debt investments/ credit evaluation/investment banking

Knowledge, Competency and Skills requirement:

  • In depth understanding of Financial Statements
  • Proficiency with MS-Exceland MS-PowerPoint
  • Strong analytical and quantitative skillsand the abilityto create/gather/analyze data

Neo Group Today

Number of Employees: 700 +

Asset Management: AUM of ~₹ 17,000 Cr under multiple funds

Neo Wealth Management: Asset Under Advisory of ~₹ 60,000 Cr

NSCOF:
Neo Special Credit Opportunities Fund, one of the flagship funds of Neo Asset Management, is a closed-ended credit fund that aims to address special situations such as working-capital needs, growth funding, refinancing, acquisition financing, and loan-against-shares where traditional bank/NBFC access is limited

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