Associate - Special Situations (Equity) (Mumbai)

Associate - Special Situations (Equity) (Mumbai)

12 Aug
|
Neo Wealth and Asset Management
|
Mumbai

12 Aug

Neo Wealth and Asset Management

Mumbai

? Key Responsibilities Build and backtest trading strategies around corporate actions (e.g., open offers, IPO listings, demergers, rights issues), using historical data, flows, and valuation signals

Model and track REITs/InvITs to identify opportunities across yield spreads, asset quality, and market flows in this rapidly growing asset class

Develop sector-specific investment frameworks, mapping industry structures, company fundamentals, and valuation drivers

Design analytics dashboards and real-time monitors for special situation pipelines, price actions, and event triggers

Present original investment theses and event summaries with risk-reward assessment and scenario analysis

Proactively explore new event themes or structural dislocations that can be built into scalable investment ideas ? What We’re Looking For Background in finance, economics, engineering, or strategy from top-tier institutions

Interest in corporate actions,



fundamental investing, and market structure

Strong grasp of valuation methods, financial modeling, and business analysis

Analytical thinker who combines data with judgment to generate actionable ideas

Self-driven, intellectually curious, and excited to work in a high-performance, real-money trading environment ? Why Join Us?

Join one of India’s leading event-driven investing teams

Exposure to corporate actions, REITs/InvITs, and niche special situations

Chance to own ideas end-to-end — from research to execution

Structured mentorship

Be part of a lean, entrepreneurial team that values ownership, insight, and long-term thinking Qualifications:

2-4 Years of Experience special situations (IPO, Mergers & Acquisitions, etc)

IIM/CA Ranker

📌 Associate - Special Situations (Equity) (Mumbai)
🏢 Neo Wealth and Asset Management
📍 Mumbai

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