Senior Analyst Analyst Private Banking PFS PTR

Senior Analyst Analyst Private Banking PFS PTR:

Elevate Your Impact Through Evalueserve

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 and work-life balance.

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

As a global leader in knowledge processes, research, and analytics, youll 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

Senior Analysts will join the Lending Services (Corporate and Commercial Banking) team at Evalueserve, supporting bankers in critical lending/credit processes across end-to-end lending journey such as follows:

Bachelor's/masters degree with a major in finance, economics, accounting or from a reputed institute

2 5 years of relevant experience in Personal Financial Statements (PFS), Personal Tax Returns (PTR) and Credit Bureau Report (CBR) spreading of HNWI / UHNWI in excel based template and in lending platform along with key metrics calculations

Business Financials spreading (PL, BS and CF) on excel based model or lending platform along with key credit metrics calculation

Exposure to North American (especially US/Canadian) financial reporting standards.

Strong command over credit concepts, real estate cash flow modeling, and borrower/guarantor assessment

Excellent analytical, communication, and credit writing skills, with attention to detail

Ability to manage timelines and work independently with minimal supervision Excellent interpersonal and ability to build strong team culture

What were looking for

Conduct review processes for potential borrowers, ensuring compliance with established guidelines and policies.

Possess in-depth knowledge and expertise in spreading financial statements of public and private companies and individuals using specified templates, following client guidelines.

Review collectively the Borrowers Risk rating utilizing the qualitative and quantitative inputs .

Review covenant and collateral analysis.

Demonstrate a comprehensive understanding of the credit underwriting process.

Validate data and documents used in the credit approval process, ensuring adherence to client guidelines.

Conduct financial analysis, including collateral and guarantor analysis.

Possess strong interpersonal, communication, and time management skills.

Ability to work both independently and collaboratively as part of a team.

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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.