Job
Description
As a member of the Professional Services & Asset & Wealth Management team at Evalueserve, 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. **Key Responsibilities:** - Responsible for credit analysis using credit metrics (liquidity, coverage, solvency etc.) - Creating and maintaining excel based financial models with forecasts and benchmarking companies on financial and operating metrics - Responsible for building detailed financial models that includes industry research, capital structure analysis, peers comparison, and recovery analysis - Incorporate acquisition/merger announcements (merger models) or long-term business plan projections in the existing model of the portfolio companies - Reviewing credit agreements and bond indentures for the covenant package and incorporating them in models for covenant testing - Publishing quarterly and annual write-ups on portfolio companies that includes investment recommendations based on past trends and financial model projections - Explaining the rationale to clients/onshore team behind industry drivers, company KPIs, business strategy, model assumptions, and investment recommendations - Extensive company valuation involving approaches such as DCF, DDM, Trading and transaction multiples, etc. - Listening to and summarizing earnings conference calls on a quarterly basis - Responsible for writing credit reviews, including: - Credit Ratios Analysis, Covenant Analysis, Capital Structure Analysis - Credit Comparable - Impact of Macro factors (Economy, Industry) and qualitative factors including Business/Asset Quality, Management etc. on the creditworthiness of a company - Identifying credit strengths and weaknesses - Writing sector summaries - Preparation of financial models using financial statements, debt schedule, and financial forecast - Extraction of debt related information, e.g. price, maturity, Yield, Z-spread, CDS etc. from database **Qualifications Required:** - Excellent understanding of credit research concepts - Experience with financial modeling and writing credit reports is preferable - Comfort with databases like Bloomberg, Capital IQ etc. - Excellent communication skills: Experience in handling client calls and other client communication - Excellent attention to detail with ability to ensure high quality of deliverables - Ability to work under pressure and manage strict deadlines - MBA with 8-12 years of relevant credit research experience - Strong analytical skills and eye for detail - Contribute to team's cross-training needs to maximize its potential - Disseminate knowledge and process updates within the team through his/her learning Evalueserve, a global leader in delivering innovative and sustainable solutions, prioritizes continuous learning, skill development, work-life balance, and equal opportunity for all. With a presence in more than 45 countries across five continents, Evalueserve excels in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate clients' business impact and strategic decision-making. As a member of the Professional Services & Asset & Wealth Management team at Evalueserve, 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. **Key Responsibilities:** - Responsible for credit analysis using credit metrics (liquidity, coverage, solvency etc.) - Creating and maintaining excel based financial models with forecasts and benchmarking companies on financial and operating metrics - Responsible for building detailed financial models that includes industry research, capital structure analysis, peers comparison, and recovery analysis - Incorporate acquisition/merger announcements (merger models) or long-term business plan projections in the existing model of the portfolio companies - Reviewing credit agreements and bond indentures for the covenant package and incorporating them in models for covenant testing - Publishing quarterly and annual write-ups on portfolio companies that includes investment recommendations based on past trends and financial model projections - Explaining the rationale to clients/onshore team behind industry drivers, company KPIs, business strategy, model assumptions, and investment recommendations - Extensive company valuation involving approaches such as DCF, DDM
