Elevate Your Impact Through Evalueserve
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 and work-life balance.About Corporate and Investment Banking & Investment Research (CIB & IR)As a global leader in knowledge processes, research, and analytics, you’ll 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
- Screening and mapping of LP-led and GP-led secondaries transactions to support investment decision-making
- Build and maintain detailed financial models, review NAV evolution, DPI/TVPI trends, capital calls/distributions, LP interest valuation and waterfall modelling, etc
- Conduct deep-dive due diligence by analyzing company financials, operational metrics; interpret data packs and extract insights through structured slicing and dicing of available information
- Conduct comprehensive industry research including market sizing, growth drivers, emerging trends, competitive dynamics, and forward-looking market outlook to support investment thesis development and target screening
- Prepare high-quality investment memorandums and presentations for Investment Committee discussions, incorporating key findings from due diligence, financial modeling, and strategic fit assessments
- Drive creation of client and prospect-related materials such as marketing decks, pitchbooks, proposals, and presentations in collaboration with senior stakeholders
- Conduct due diligence of Funds and LP interests including a performance evaluation of their existing underlying portfolios
- Engage in portfolio monitoring and valuation, supporting ongoing performance tracking, reporting, and strategic reviews for existing investments
- Handle open-ended client requests, ensuring comprehensive, data-backed solutions while maintaining a high standard of responsiveness and execution
- Proficiency in tools such as Capital IQ, PitchBook, Preqin, and Excel-based modeling; familiarity with data visualization platforms is a plus
- Oversee and review deliverables prepared by junior team members to ensure analytical rigor, accuracy, and quality; provide mentorship, guidance, and upskilling opportunities for team development
- Participate in intake and project scoping discussions to define workstreams, timelines, and resource allocations, ensuring clarity and alignment from the outset
- Contribute to internal process improvements through standardization, automation, and implementation of best practices across recurring workflows
- Author thought leadership content including whitepapers and blogs that reflect emerging trends, sector insights, and strategic perspectives relevant to private equity investing
- Communicate effectively with both internal and external stakeholders, articulating complex ideas and recommendations in a structured, clear, and professional manner
What we’re looking for
- 10+ years of financial/ private equity secondaries experience with global clients
- Sound financial modeling skills, quantitative skills and strong in corporate finance skills
- Strong in creating power point presentations for deals
- Excellent written and oral communication skills
- Proficiency in databases – Factset, CapIQ, Bloomberg, Pitchbook
- Postgraduate preferably MBA (specialization finance & econometrics)/CFA/CA
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Click here to learn more about what our Leaders talking on achievements AI-powered supply chain optimization solution built on Google Cloud.How Evalueserve is now Leveraging NVIDIA NIM to enhance our AI and digital transformation solutions and to accelerate AI Capabilities.Know more about how Evalueserve has climbed 16 places on the “50 Best Firms for Data Scientists in 2024”! Want to learn more about our culture and what it’s like to work with us?Write to us at: careers@evalueserve.comFollow UsFacebook Linkedin Instagram TwitterDisclaimer: 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.
