Summary:

You will be part of the Buy Side team of Neo Markets Special Situations team, a high-conviction desk dealing across corporate actions, REITs/InvITs, and sector-driven dislocations. The team actively identifies and executes trades around complex market events such as mergers, demergers, IPOs, open offers, buybacks, and capital structure plays. This role offers hands-on experience in strategy development, back testing, and deep fundamental research.

Job Responsibilities:

- Identify and execute investment opportunities across special situations, corporate actions, REITs, and InvITs.
- Build financial models, evaluate valuations, cash flows, yields, and return scenarios.
- Develop investment theses, sector frameworks, and event-driven strategies.
- Monitor portfolios, market trends, and corporate action pipelines through research and analytics.
- Prepare investment notes, IC memos, and risk-reward assessments.




- Support primary and secondary market transactions, including QIPs, block deals, and institutional placements.
- Conduct due diligence and engage with management teams to assess strategy, growth prospects, and capital allocation.
- Generate actionable investment ideas through data analysis, market intelligence, and industry research

What Were Looking For:

- Background in finance, economics, engineering, or strategy from IIM Ahmedabad , Bangalore, Calcutta, Lucknow / CA Ranker or First Attempt (Mandatory)
- Interest in corporate actions, fundamental investing, and market structure
- Robust grasp of valuation methods, financial modelling, and business analysis
- Analytical thinker who combines data with judgment to generate actionable ideas

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