Investment Analyst

Position: Investment Analyst / Associate

About Neo Group:

Neo group is a new age, focused Asset Management and Financial Advisory 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.

Summary:

The incumbent will be a part of the investment team of Neo Private Credit Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve doing through diligence of investment opportunity, presenting it to the investment committee, negotiating the transaction document and constant monitoring of portfolio companies post investment. It is expected that incumbent will play a pivotal role in re-shaping and re-focus of the value and impact that our team delivers across the business and with our clients.

Job Responsibilities:

• Analysis of potential investment opportunities
• Analysis of macro and micro economic factors impacting the target
• Preparation of investment memos to be put up to Investment Committee
• Engaging with external diligence agencies and lawyers to finalize diligences 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 - Chartered Accountant (Ranker preferred) or MBA
• Experience - 2-4 years
• Field of Experience – Experience in the field of debt investments/ credit evaluation

Knowledge, Competency and Skills requirement:

• In depth understanding of Financial Statements
• Experience/ Knowledge of Insolvency and Bankruptcy Code and/or SARFAESI
• Proficiency with MS-Excel and MS-PowerPoint
• Strong analytical and quantitative skills and the ability to create/gather/analyze data
• Working knowledge of various databases