Elevate Your Impact Through Innovation and Learning

Evalueserve is a leading global company that develops innovative and sustainable solutions for a wide range of clients, including more than 30% of the Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact. Our clients include Amazon, Deutsche Bank, Johnson & Johnson, McDonald's, Microsoft, Morgan Stanley, Nestlé, Novo Nordisk, and Procter & Gamble.

We have 4,500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East and the rest of Asia-Pacific.

Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all.

Watch this video to understand what it means to Elevate Your Impact at Evalueserve!

About Corporate and Investment Banking & Investment Research (CIB & IR)

As a global leader in knowledge processes, research, and analytics, you’ll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.

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What you will be doing at Evalueserve:

• Assist in developing, reviewing, and updating budgets and rolling forecasts.
• Build dynamic financial models, including scenario and sensitivity analysis.
• Support preparation of presentations, dashboards highlighting financial & operating performance, and other reporting data packs
• Analyze monthly financials and KPIs for portfolio companies.
• Summarize monthly financials for quarterly reporting.
• Track performance against budget, forecast, and prior periods.
• Identify trends, deviations, and underlying drivers of performance.
• Screen and analyze list of target companies for potential acquisition
• Build and update financial models, DCF and LBO models for lenders and investors and perform valuation
• Assist in preparing investment memo (research, analysis, presentation development)
• Assist in due diligence process including document and financial review
• Research on potential funding sources

What we’re looking for:

• 5+ years of financial/ investment banking/private equity/buy side research experience.
• Proven experience in financial planning and analysis.
• Strong proficiency in financial modeling, data analysis, and quantitative techniques.
• Advanced Excel skills including proficiency in VBA and Knowledge of SQL and Python.
• Knowledgeable in financial planning software and tools, such as SAP/SAC is a plus
• Excellent analytical, problem-solving, and critical-thinking skills with effective communication and presentation abilities.
• Strong attention to detail and accuracy in work.
• Proficiency in databases – CapIQ, Thomson Eikon, Bloomberg, FactSet.
• Strong understanding of private equity industry and their information needs.
• Prior experience in project management, mentoring team members and conducting QC is essential
• Excellent written English and presentation skills

Want to learn more about our culture and what it’s like to work with us? Write to us at careers@evalueserve.com

Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.

Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the Background Verification Process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.