Investment & Financial Analyst

Oriental Structural Engineers (OSE); Delhi Cantonment; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Oriental Structural Engineers (OSE) seeks a finance research professional to analyse financial statements, industry data and company disclosures to gauge performance, quality and risk. The role involves evaluating listed and private investments, conducting sector benchmarking and delivering independent assessments to guide decisions.

The candidate should have strong accounting knowledge, solid financial modelling ability and excellent communication skills, with a track record in investment

Qualifications

• Strong ability to read and interpret financial statements and annual reports.
• Experience in financial analysis, statutory audit, transaction advisory or equity research.
• Excellent written and verbal communication with attention to detail.

Responsibilities

• Analyse financial statements and annual reports to assess performance, cash flows and governance.
• Conduct sector research including competitive analysis, benchmarking and industry assessment.
• Identify red flags such as related-party dealings, contingent liabilities and aggressive accounting.
• Corroborate information from multiple sources to form independent assessments.
• Evaluate investment opportunities including PMS, AIFs, InvITs and REITs.
• Prepare investment summaries and presentations to support decisions.
• Track investments and highlight material changes in performance or risk.

Skills

Financial analysis

Accounting knowledge

Excel

Valuation

Education

CA Inter

MBA (Finance)

Semi-qualified CA

Tools

Excel

Financial modelling

Job description

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 strong 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.