Wealth Management Analyst

🚀 We're Hiring: Portfolio Analyst | Neo Group – One of India’s Fastest Growing Financial Institutions

Portfolio Analyst

About Neo Group

Neo Group is reimagining wealth management for India’s most successful entrepreneurs and families. With over ₹45,000 crore in client assets, we are among India’s fastest-growing financial institutions. Our strength lies in a balance sheet-driven approach, deep investment capability across asset classes (listed, unlisted, fixed income, alternatives), and a culture of intellectual honesty and client-first thinking.

Role: Portfolio Analyst

Location:

Experience:

What You’ll Do:

🔹 Conduct in-depth research on public and private market investments from client's portfolio (listed equities, fixed income, alternatives)

🔹 Work with the Wealth Bankers to monitor client portfolios, analyze risk-return metrics, and ensure alignment with client objectives

🔹 Collaborate with Wealth Bankers to prepare performance reports, client presentations, and IC notes

🔹 Track market developments, earnings reports, and thematic macro trends

You’ll Thrive in This Role If You Have:

✅ Strong analytical and financial modeling skills

✅ A curious mind and a deep interest in investing

✅ Attention to detail and comfort with large datasets

✅ Familiarity with Bloomberg, Excel, PowerPoint, and other analytics tools

✅ A CFA or CA background (preferred but not mandatory)

✅ High personal ownership and ability to work in a fast-paced, entrepreneurial environment

Why Neo?

🌱 Be part of a team that is reshaping the Indian wealth landscape

📚 Learn directly from top investment professionals and business leaders

🌏 Work on intellectually challenging problems across public and private markets

🎯 A meritocratic, flat structure with opportunities to grow fast

💼 Access to cutting-edge tools and a tech-first investment ecosystem

If you're looking to work with a purpose-driven firm that takes pride in managing capital with care, rigor, and long-term thinking, Neo Group is the place for you.