Business Analyst for Private Banking

2 days ago


Gurgaon, Haryana, India Evalueserve Full time

About the Role: We are seeking a skilled Business Analyst to join our LendingServices team in Private Banking at Evalueserve. The successful candidate will support bankers in critical lending processes, including Personal Financial Statements, Credit Bureau Reports, and key metrics calculations.

Responsibilities:

  • Spreading Personal Financial Statements, Personal Tax Returns, and Credit Bureau Reports in Excel-based templates and lending platforms
  • Business Financials spreading in Excel-based models or lending platforms, including key credit metrics
  • Brief write-up for risk rating calculation in lending platforms
  • Calculating covenants in line with facility agreements and providing detailed rationale
  • Drafting/Updating Annual/Interim Underwriting Loan/Facilities Reviews

Requirements: To succeed in this role, you will need strong accounting and financial skills, understanding and experience of spreading PFS, PTR, and CBR, and experience in credit review or underwriting roles. You should also possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment.



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