Lead Financial Analyst

Lead Financial 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 its like to work at Evalueserve?

About Corporate and Investment Banking

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-

The financial analyst (FA) position is designed for highly detail-oriented, technically strong candidates who will own critical analytical workflows and model infrastructure. The role involves delivering standardized, high-precision financial models using pre-populated historical datasets and converting them into functioning shell models complete with segment details.

Your work will provide a time-zone advantage to the US desk and directly enhance our investment process. This role offers an opportunity to grow into a senior investment associate who works directly with associate portfolio managers on investment ideas.

• Build, maintain, and standardize financial models with an emphasis on
• Clear architecture and consistent templates
• Accurate, fully linked statements and valuation outputs
• Template-specific formatting for usability and speed
• Leverage complete, pre-acquired historical datasets to focus exclusively on value-added analysis (no manual data gathering)
• Refresh and validate models with quarterly results, corporate actions, and guidance updates
• Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers
• Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy
• Coordinate with senior associates to ensure models and outputs align with coverage priorities
• Support the development of dashboards and tools to track KPIs and industry trends

What were looking for-

• Bachelors or masters degree in engineering, finance, accounting, economics, or related fields
• 5+ years of experience in equity research and IB or as a buyside analyst
• Expertlevel Excel (modeling, Power Query) and solid accounting awareness
• Familiarity with Bloomberg, FactSet, Cap IQ, or similar data terminals
• Ability to write clear English and refine complex information into concise bullet points
• Working knowledge of Python or VBA for data wrangling and automation will be a plus
• Excel Proficiency: The single largest determinant in the success of an applicants candidacy and eventually the job is the knowledge of functions (not exhaustive)

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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.