Investment Analyst Private Credit

Position Investment Analyst/ Associate

Summary:

The incumbent will be a part of the investment team of Neo Special Credit Opportunities Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve evaluating various investment opportunities by doing thorough diligence, developing sector/industry understanding, preparing investment models and memos, presenting to investment committees, negotiating the transaction documents and regular monitoring of portfolio companies post investment.

Job Responsibilities:

• Analysis of potential investment opportunities
• Analysis of macro and micro economic factors impacting the target
• Preparation of financial model
• Preparation of investment memos to be put up to Investment Committees
• 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 - 0-5 years
• Field of Experience Experience in the field of debt investments/ credit evaluation/investment banking

Knowledge, Competency and Skills requirement:

• In depth understanding of Financial Statements
• Proficiency with MS-Exceland MS-PowerPoint
• Strong analytical and quantitative skillsand the abilityto create/gather/analyze data

Neo Group Today

Number of Employees: 700 +

Asset Management: AUM of ~ 17,000 Cr under multiple funds

Neo Wealth Management: Asset Under Advisory of ~ 60,000 Cr

NSCOF: Neo Special Credit Opportunities Fund, one of the flagship funds of Neo Asset Management, is a closed-ended credit fund that aims to address special situations such as working-capital needs, growth funding, refinancing, acquisition financing, and loan-against-shares where traditional bank/NBFC access is limited