Role & responsibilities :

- Analyse financial statements, annual reports and other company disclosures to assess financial performance, business quality, cash flows, debt position and corporate governance.

- Conduct detailed research on companies across sectors, including competitive analysis, peer benchmarking, industry assessment and evaluation of business fundamentals.

- Identify financial and accounting red flags, including unusual transactions, related-party dealings, contingent liabilities, aggressive accounting practices and inconsistencies in reported information.

- Corroborate information from multiple sources, including annual reports, stock exchange filings, credit rating reports, industry publications and other publicly available data, to develop an independent assessment of a company.

- Evaluate listed equities, private investment opportunities and alternative investments, including assessment of returns, risks, valuations and investment structures.

- Analyse investment proposals and recommendations received from external advisors, investment bankers, wealth managers and fund managers.

- Assist in evaluating financial products such as PMS, AIFs, mutual funds, InvITs, REITs and other investment opportunities.

- Prepare financial models, analytical notes, investment summaries and presentations to support investment decisions.

- Track existing investments, review company and sector developments, and highlight material changes in financial performance, risk profile or investment outlook.

Preferred candidate profile

- CA Inter, semi-qualified CA, MBA (Finance)



or equivalent qualification with a strong foundation in accounting and financial analysis.

- Relevant experience in financial analysis, statutory audit, transaction advisory, equity research, investment research or a family office/investment firm.

- Strong ability to read and interpret financial statements and annual reports, with an eye for detail and the ability to identify potential red flags.

- Good research skills and the ability to connect financial information with business fundamentals, industry developments and competitive positioning.

- Strong analytical and numerical skills, with proficiency in Excel.

Experience in financial modelling and valuation will be an advantage.

- Ability to work independently, question assumptions and form an objective view rather than relying solely on information provided by management or external advisors.

- Good written and verbal communication skills, with the ability to present findings clearly and concisely.

Preferred Experience

- Candidates who have worked with family offices, investment firms, audit firms, transaction advisory teams or equity research firms would be preferred.

- Experience in analysing investment products such as PMS, AIFs, InvITs and REITs will be an added advantage.

- The key requirement is solid analytical ability, sound accounting knowledge and a genuine interest in understanding businesses and evaluating investments.

- We are open to candidates from different professional backgrounds who demonstrate these capabilities.

📌 Investment & Financial Analyst (New Delhi)
🏢 Oriental Structural Engineers (OSE)
📍 New Delhi