Role: Product Analyst - Neo Asset Management

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 modern 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 prospect to help build an institution, not merely work within one.

Summary:

Responsible for end-to-end product management across AIF investment solutions, covering product development, fund launches, positioning, investor reporting, marketing collateral and lifecycle management. The role involves coordinating due diligence and regulatory requirements, supporting client and distributor engagement, conducting market and competitor research, analysing product performance, and working closely with investment, sales, operations, marketing, legal and compliance teams to drive product growth and enhance investor experience.

Job Responsibilities:

The position holder shall be responsible for:

- Product Development: Support the launch and management of alternative investment products, including fund structuring, positioning, investor communication, and product lifecycle management.
- Product Collaterals: Prepare product-related collaterals, including fact sheets,



presentations and newsletters across all AIF funds and decks for internal and external stakeholders.
- Due Diligence & Regulatory Support: Coordinate and complete investor, distributor, and institutional due diligence questionnaires (DDQs), ensuring timely and accurate responses through collaboration with investment, operations, legal, and compliance teams.
- Marketing & Content Management: Support the development of marketing materials, communication content, presentations, digital collateral, and stakeholder engagement initiatives across various platforms and channels.
- Cash Flow & Investor Reporting: Prepare consolidated and customized investor cash flow statements, SOA-based cash flow reports, and fund performance updates, and portfolio reporting for clients and distribution partners.
- Client Support: Collaborate with client-facing teams to ensure product offerings meet client expectations and to address any product-related inquiries.
- Cross-functional Collaboration: Work closely with marketing, sales, operations, and technology teams to support product initiatives and ensure successful product launches.
- Market Research: Conduct market analysis, competitor benchmarking, and industry research to identify emerging trends, fundraising opportunities, and product enhancement initiatives.
- Data Analysis: Analyse product performance, client behaviour, and market data to provide insights and recommendations for product improvements.
- Product Strategy: Assist in executing product strategies, new fund launches, distributor expansion initiatives, and product positioning across various investment solutions.

Academic Qualification and Experience:

- Qualification Essential: MBA / CA / CFA
- 1-2 years of experience in Asset Management firms.

Knowledge, Competency and Skills requirement:

- Understanding of financial markets – global & local
- Expertise in investment / financial services
- Strong understanding of investment strategies and client preferences.
- Excellent in Communication and Analytics. This is a great opportunity for a young professional eager to make an impact in a fast-paced, innovative environment!

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