Private Banking Specialist

2 weeks ago


Gurgaon, Haryana, India Evalueserve Full time

About the Role

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. As a Private Banking Specialist, you will 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.

Key Responsibilities

  • Support bankers in critical lending/credit processes across the end-to-end lending journey.
  • Spread Personal Financial Statements (PFS), Personal Tax Returns (PTR), and Credit Bureau Report (CBR) in excel-based templates and lending platforms.
  • Calculate key credit metrics and provide detailed rationale for covenant Met/Breach results.
  • Draft/Update Annual/Interim underwriting loan/facilities reviews, including Loan/Facilities Overview, Collateral Analysis, Financial Analysis, and Key Metrics write-up.

Requirements

  • Strong accounting and financial skills.
  • Understanding and experience of spreading PFS, PTR, and CBR is preferable.
  • Understanding and experience of credit review or underwriting role is preferable.
  • Excellent communication and interpersonal skills.
  • Ability to ensure that tasks within areas of responsibility are completed in a timely manner.

About Evalueserve

Evalueserve is a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all. We are recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022.



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