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 it’s like to work at Evalueserve?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 projectsClick here to know more about us and below to see our latest rewards and recognitions.Rewards and Recognitions: Private Equity| Credit Portfolio | Lending Services | Lending TechWhat you will be doing at Evalueserve:
- Spread financials (PL, BS, and CF) on excel based model or lending platform along with key credit metrics calculation.
- Identify Key performance indicators and report as part of the credit review process.
- Calculate covenants in line with facility agreements and provide a detailed rationale for covenant Met/Breach results.
- Perform Annual/Quarterly/Monthly reviews and populate associated templates.
- Be a thought leader and have the ability to identify warning indicators.
- Manage the client engagements and relationships independently with minimal support.
- Support business development activities within the Portfolio Monitoring domain.
- Manage and ensure smooth delivery of client deliverables.
- Mentor and train new joiners and act as a subject matter expert for other team members.
- Manage the performance and development of team members.
- Handle Client calls and periodic communication.
- Provide project management support to senior manager and handle project-level tasks e.g. Delivery, Dashboards, QC’s, Training, Client management, etc.
- Regularly interact with Portfolio Managers to discuss tasks, templates, and deliverables, and manage expectations.
- Provide input and ideas for improvement in TAT and efficiency.
Skills we’re looking for:
- Master’s degree with a major in finance, economics, or accounting from a reputed institute with 10+ years of experience in a similar profile
- Strong Accounting and financial skills
- Eye for detail and ability to identify and solve issues effectively on time.
- Good MS Office skills
- Excellent interpersonal and ability to build a strong team culture.
- Ability to ensure that tasks for self and team members are completed on time.
- Ability to practice attentive and active listening skills.
- Challenging current thinking by implementing new ways of working
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 TwitterRead ourPrivacy policy - Evalueserve to learn how Evalueserve processes your personal information.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.
