Manager - Financial Research

Manager - Financial Research:

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, Nestl, 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 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.

What you'll do in Evalueserve:

• Manage and mentor a team of analysts to deliver high-quality research and analysis services to clients
• Should have experience in delivering quick turnaround research request, at least two projects in a day
• Knowledge of global banking, fintech and insurance industry landscape
• In depth knowledge of financial statements, company documents and filings
• Analyzing and synthesizing financial data collected using on-line and other data sources such as Thomson one, Capital IQ, Orbis, SNL, Factiva, etc.
• Conducting company and industry research to deliver insightful projects
• Should have supported or worked with an investment banking and management consulting firm
• M & A, financials extraction, press search, company screening, company profiling and industry benchmarking
• Develop and maintain strong relationships with clients, ensuring timely and quality delivery of projects
• Oversee workflow coordination and ensure timely delivery of projects.
• Guide Analysts and Senior Analysts on the project methodology and to ensure alignment with end objective and client expectations.
• Manage project execution (e.g., time, staff, quality, etc.), flag potential issues arising during project execution and provide guidance to the researchers
• Analyze data and prepare reports, presentations, and other deliverables for clients
• Provide thought leadership and insights to clients in areas of expertise
• Stay up to date with industry trends and best practices to ensure quality delivery
• Collaborate with cross-functional teams to drive innovation and continuous improvement

What were looking for:

• Relevant Experience of 6 12 years with graduate/masters degree
• Experience managing and leading teams of analysts and senior analysts
• Ability to manage multiple projects simultaneously and meet tight deadlines
• Good understanding of financial concepts, capital markets etc.
• Knowledge of database tools Thomson One Banker, Capital IQ, Orbis, Factiva and SNL
• Ability to source and analyze financial data and provide recommendations for decision support.
• Experience in handling adhoc/unstructured client requests, providing guidance and solutions to clients
• Understand the consulting business environment, language, and processes.
• Business knowledge and ability to translate them into research priorities; intrinsic understanding of creating newsletters, preparing reports etc.
• Excellent analytical, communication, interpersonal skills Ability to work on both team and autonomous environment