Lead Analyst

Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like 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 in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all. Curious to know what it’s like to work at Evalueserve? Read on. About Investment Research (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.  What you will be doing at Evalueserve- As an equity research analyst,the selected candidate will track specific securities and conduct a detailed analysis covering all relevant aspects that may affect securities. The role also involves a high level of interaction with senior stakeholders on an ongoing basis, wherein the selected candidate will be required to present work to the client and discuss day-to-day work. Create and maintain MS Excel-based financial models with forecasts Conduct extensive company valuations involving approaches such as DCF, DDM, trading and transaction multiples, and EVA Benchmark companies using financial and operating statistics Prepare company profiles, earnings and flash notes, quarterly updates, coverage, sector and theme-based reports, newsletters, etc. Support onshore analysts in time-sensitive earnings update Track news, events, and results of the companies under coverage Track and monitor regulatory trends impacting the industry Collect information from industry or sector databases Create presentations on industry and company research for marketing and roadshow activities Collect financial data using online and other market sources, such as Bloomberg Create / maintain industry databases wherever relevant Summarize investment conference calls Handle ad hoc research requests What we are looking for: MBA / CA with 5+ years of relevant experience in equity research CFA Level 1, 2, or 3 (pursuing or completed) will be an added advantage Ability to identify and solve issues effectively and within strict deadlines Strong understanding of accounting concepts and valuation methodologies Expertise in building financial models with forecasting Good financial writing skills (beyond factual reporting, such as company description) Ability to build client rapport and work in sync with onshore teams Ability to work independently and eye for detail Ability to identify and solve issues effectively on time Proactiveness and thought leadership Knowledge of databases, including Bloomberg, FactSet, and other financial data systems Excellent communication and interpersonal skills Proficiency in MS Office, especially MS Excel Knowledge of VBA will be an advantage  Follow us on  Click here to learn more about what our Leaders talking on achievements AI-powered supply chain optimization solution built on Google Cloud. How Evalueserve is now Leveraging NVIDIA NIM to enhance our AI and digital transformation solutions and to accelerate AI Capabilities. Know more about how Evalueserve has climbed 16 places on the “50 Best Firms for Data Scientists in 2024”  Want to learn more about our culture and what it’s like to work with us? Write to us at:  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.