Investment & Financial Analyst

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.