Lead Analyst/ Manager - Finance Research

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.

About Professional Services and Asset & Wealth Management (PS&AWM )

Evalueserve is a leading global professional services firm specializing in research support. We partner with top companies around the world to provide them with valuable insights, innovative solutions, and strategic guidance that help our clients navigate the complex landscape and maximize their investment outcomes. Our work spans across industries, including finance, healthcare, technology, and more. As a member of the Professional Services & Asset & Wealth Management team, you will have the opportunity to work on exciting projects that shape the future of businesses. You will become an integral part of a dynamic team that leverages cutting-edge technologies, data-driven insights, and deep industry expertise to drive meaningful impact for our clients. You will collaborate with industry experts, thought leaders, and talented colleagues from diverse backgrounds.

What You Will Be Doing -

• 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 We Are Looking For -

• Relevant Experience of 5 – 12 years in core finance secondary research with master’s 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

Please Note