Lead Analyst- Portfolio Monitoring

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? Read on.

About Corporate and Investment Banking (CIB)

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-

Portfolio Monitoring and Reporting

• Track, collect, validate, analyze, and report financial and operational data from portfolio companies.
• Maintain and update portfoliodata in iLEVEL , Chronograph, or other platforms , ensuring accuracy and timeliness.
• Generate periodic reports anddashboards for internal stakeholders and investors.

Data Management

• Ensure consistency and integrityof data across systems.
• Work closely with portfoliocompanies to streamline data submission processes.
• Support automation andoptimization of data workflows within the platforms.

Performance Analysis

• Track KPIs, valuation metrics, and financial performance indicators.
• Assist in benchmarking the performanceof portfolio companies against industry standards.
• Support investment teams with adhoc analysis and insights.

Stakeholder Collaboration

• Liaise with investmentprofessionals, finance teams, and external partners.
• Provide support during quarterlyand annual reporting cycles.
• Assist in preparing materialsfor LPs, board meetings, and internal reviews.

What we are looking for:

• Bachelors ormasters degree in accounting, finance, or a related field; CFA certificationis a plus.
• 5+ years ofexperience in private equity, investment management, or financial analysis.
• Workingknowledge of the iLEVEL application is required.
• Advancedproficiency in Excel; experience in working on Power BI or Tableau is a plus.
• Excellentanalytical, organizational, and communication skills.
• Ability tomanage multiple priorities in a fast-paced environment.
• Familiaritywith fund structures, capital calls, and distributions.
• Strong understandingof valuation methodologies and financial modeling.
• Experience inworking with portfolio company management teams.

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Want to learn more about our culture and what its like to work with us?

Write to us at: careers@evalueserve.com

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.