Neo Wealth Management

The Corporate Institute; Mumbai; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Neo Wealth and Asset Management's Buy Side team for Special Situations identifies and executes trades around mergers, demergers, IPOs, and capital events. You will gain hands-on experience in strategy development, back testing, and deep fundamental research.

Ideal candidates have finance/economics/engineering/strategy background from IIM A/B/C/L, a passion for corporate actions, strong valuation skills, and the ability to turn data into actionable ideas.

Qualifications

• Background in finance, economics, engineering, or strategy.
• Interest in corporate actions and market structure.
• Strong grasp of valuation methods and financial modeling.

Responsibilities

• Identify and execute investment opportunities across special situations, corporate actions, REITs, and InvITs.
• Build financial models, evaluate valuations, cash flows, yields, and return scenarios.
• Develop investment theses, sector frameworks, and event-driven strategies.
• Monitor portfolios, market trends, and corporate action pipelines through research and analytics.
• Prepare investment notes, IC memos, and risk-reward assessments.
• Support primary and secondary market transactions, including QIPs, block deals, and institutional placements.
• Conduct due diligence and engage with management teams to assess strategy, growth prospects, and capital allocation.
• Generate actionable investment ideas through data analysis, market intelligence, and industry research

Skills

Finance background

Valuation

Analytical thinking

IIM alumni

Education

IIM A/B/C/L alumni

Job description

Position:

Associate (Special Situations)

Application required from IIM (Ahmedabad, Bangalore, Calcutta, Lucknow).

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.

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.

Summary:

You will be part of the Buy Side team of Neo Markets Special Situations team, a high‑conviction desk dealing across corporate actions, REITs/InvITs, and sector‑driven dislocations. The team actively identifies and executes trades around complex market events such as mergers, demergers, IPOs, open offers, buybacks, and capital structure plays. This role offers hands‑on experience in strategy development, back testing, and deep fundamental research.

Job Responsibilities:

• – Identify and execute investment opportunities across special situations, corporate actions, REITs, and InvITs.
• – Build financial models, evaluate valuations, cash flows, yields, and return scenarios.
• – Develop investment theses, sector frameworks, and event‑driven strategies.
• – Monitor portfolios, market trends, and corporate action pipelines through research and analytics.
• – Prepare investment notes, IC memos, and risk‑reward assessments.
• – Support primary and secondary market transactions, including QIPs, block deals, and institutional placements.
• – Conduct due diligence and engage with management teams to assess strategy, growth prospects, and capital allocation.
• – Generate actionable investment ideas through data analysis, market intelligence, and industry research

What We’re Looking For:

• – Background in finance, economics, engineering, or strategy from IIM A, B, C & L
• – Interest in corporate actions, fundamental investing, and market structure
• – Strong grasp of valuation methods, financial modelling, and business analysis
• – Analytical thinker who combines data with judgment to generate actionable ideas