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About the Group
Neo group is a new age, focused Wealth and Asset Management Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey. We are building the next billion tech for the best wealth management platform and financial ecosystem.
The organisation is founded by Nitin Jain (Ex CEO of Nuvama Wealth Management) and backed by Peak XV (earlier Sequioa) as a minority investor.

Visit our website: https://www.neo-group.in/home.html

Role Summary

We are seeking an experienced and dynamic Investment professional to be part of our Private Equity business at Neo Asset Management. An ideal candidate should have a strong track record in Investment Banking/Private equity/sell side research, exceptional financial modelling and analytical skills, investment mindset and the ability to manage and grow a portfolio of investments. This role involves overseeing all aspects of the investment process, evaluating opportunities to executing transactions (including legal documentation) and supporting portfolio management activities.

Job Responsibilities:

Investment Strategy and Execution :
Develop and implement investment strategies aligned with the firm’s objectives.
Evaluate potential investment opportunities through market research, networking,



and relationship-building.
Help in due diligence efforts, including financial modelling, valuation analysis, and risk assessment.

Portfolio Management :
Oversee the performance and strategic direction of portfolio companies.
Work closely with management teams to drive operational improvements and strategic initiatives.
Monitor financial performance and provide regular reports to investors.

Fundraising and Investor Relations :
Help in fundraising efforts, including the preparation of marketing materials and presentations.
Help in analysis of fund performance.

Leadership and Team Management:
▪ Manage and mentor a team of investment professionals.
▪ Foster a collaborative and high-performance culture within the team.
▪ Ensure compliance with all regulatory and legal requirements.

Knowledge, Competency and Skills requirement:
In-depth understanding of financial markets, investment strategies, and industry trends with good knowledge of corporate finance, mergers and acquisitions, and financial structuring.
Familiarity with regulatory requirements and compliance standards in the Private Equity sector.
Strategic thinking with the ability to identify and capitalize on investment opportunities.




Excellent problem-solving abilities with a focus on results and value creation.
Ability to build and maintain strong relationships with stakeholders and partners.
Advanced proficiency in financial modelling and analysis tools (e.g., Excel, Bloomberg).
Solid project management skills with the ability to manage multiple priorities and deadlines.
Effective negotiation and deal-making skills with a focus on achieving favourable outcomes.
Exceptional communication skills, both written and verbal, with the ability to articulate complex concepts clearly.

Academic Qualification and Experience:
Bachelor’s in Engineering from IIT or CA followed by MBA from IIMs or ISB
8-10 years of relevant work experience in private equity, investment banking, sell side/buy side Research or related fields.
Proven track record of successful investments and value creation.
Strong analytical and financial modelling skills.
Excellent communication, negotiation, and presentation skills.
Ability to work independently and as part of a team in a fast-paced environment.

If you are an accomplished Investment skilled with a track record of generating superior returns for investors through strategic investments, active management, fostering collaboration across teams, and ensuring strategic alignment with executive priorities, we invite you to join our team at Neo Group. Together, we will redefine a future where proactive management and cohesive execution amplifies our impact to drive value creation!

Apply on Kit Job: kitjob.in/job/4gmdmd

📌 Private Equity (Mumbai)
🏢 Neo Wealth and Asset Management
📍 Mumbai