About Neo Group:

Neo Wealth and Asset Management is a rapidly growing financial services company with businesses spanning wealth management, asset management, capital markets and lending. Founded in 2021 with a simple and enduring purpose, Do Good, Neo is building a contemporary financial institution from India, with global aspirations. Today, Neo manages and advises on over ₹1.3 lakh crore in client assets, serves clients across more than 200 locations, and is powered by a team of over 850 professionals.

Its expanding presence includes India and the United States, with Dubai planned as the next step in its international growth. Neo is backed by leading global and Indian institutional investors, including Peak XV Partners, MUFG Bank, Euclidean Capital, and TVS Capital Funds, and has raised more than ₹3,000 crore in capital, making it a unicorn. Its growth has been driven by deep investment expertise, strong client relationships, and a culture that values ownership, integrity and long-term thinking.

At Neo, people have the opportunity to help build an institution, not merely work within one.

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

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 diligence 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 - MBA/B. Com with relevant experience
- Experience - 1-3 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-Excel and MS-PowerPoint
- Strong analytical and quantitative skills and the ability to create/gather/analyze data

📌 Investment Analyst (Mumbai)
🏢 Neo Wealth and Asset Management
📍 Mumbai