Wealth Management Analyst

Position: Associate/Analyst (Wealth Management)

About Neo Group: Neo group, 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 position will be an invaluable member of our Wealth Management Team and will be responsible to provide analytics which are accurate. Should have an understanding on markets and various asset classes. Should be eager to learn new things that will enhance their skill set and should be ready to go to lengths to deliver output well within the stipulated time.

Job Responsibilities:

The position holder shall be responsible for:

• Engage in multi asset class research using fundamental analysis, valuation models, and other metrics.

• Assisting in the composition and maintenance of model investment portfolios.

• Perform several common duties, such as conducting detailed client level portfolio analysis and preparing insightful reports. Included in the portfolio analysis is benchmarking the progress vis-à-vis the plan and the ongoing market opportunity and advise the impact on the portfolio due to suggested changes. Should be capable to work on large amounts of data and streamline them into standard formats.

• Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

• Support our senior relationship managers in day-to-day activities while managing our HNI clients and network.

• Should be in position to comfortably present the proposals to UHNIs and Family offices clients.

• Expected to prepare internal and external notes on products and markets.

• Good communication skills and regular tracking of markets and investment products.

• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

Academic Qualification and Experience:

• Preferred MBA Finance, CFA and CA, or CFA or CA

• Experience of minimum 1 to 2 years in Private Banking / Private Wealth Products team/ AMC/ Equity Research or with a MNC Bank / Financial Institution

• Preferred to have all required NSIM certifications. Knowledge, Competency and Skills requirement:

• Strong analytical and quantitative skills and the ability to create/gather/analyse data

• Knowledge and experience of investment products and securities markets.

• Advance MF Excel and PPT skills a must