Job
Description
As a part of Corporate and Investment Banking (CIB) at Evalueserve, you will be joining a respected team focusing on global market research and supporting top-tier investment research organizations, bulge bracket investment banks, and leading asset managers. We serve 8 of the top 10 global banks, assisting them in deal origination, execution, valuation, and transaction advisory projects. **Role Overview:** You will be responsible for various key activities including Portfolio Monitoring and Reporting, Data Management, Performance Analysis, and Stakeholder Collaboration at Evalueserve. **Key Responsibilities:** - Track, collect, validate, analyze, and report financial and operational data from portfolio companies. - Maintain and update portfolio data in iLEVEL, Chronograph, or other platforms ensuring accuracy and timeliness. - Generate periodic reports and dashboards for internal stakeholders and investors. - Ensure consistency and integrity of data across systems. - Work closely with portfolio companies to streamline data submission processes. - Support automation and optimization of data workflows within the platforms. - Track KPIs, valuation metrics, and financial performance indicators. - Assist in benchmarking the performance of portfolio companies against industry standards. - Support investment teams with ad hoc analysis and insights. - Liaise with investment professionals, finance teams, and external partners. - Provide support during quarterly and annual reporting cycles. - Assist in preparing materials for LPs, board meetings, and internal reviews. **Qualifications Required:** - Bachelor's or master's degree in accounting, finance, or a related field; CFA certification is a plus. - 2+ years of experience in private equity, investment management, or financial analysis. - Working knowledge of the iLEVEL application is required. - Advanced proficiency in Excel; experience in working on Power BI or Tableau is a plus. - Excellent analytical, organizational, and communication skills. - Ability to manage multiple priorities in a fast-paced environment. - Familiarity with fund structures, capital calls, and distributions. - Strong understanding of valuation methodologies and financial modeling. - Experience in working with portfolio company management teams. This job description provides insight into the tasks you may undertake at Evalueserve. However, please note that it is not a binding component of your employment agreement and may be subject to periodic modifications to align with changing circumstances. Your accuracy and authenticity in providing information are crucial for your candidacy, as background verification includes employment, education, and personal details. Your Talent Acquisition Single Point of Contact (TA SPOC) is available for any assistance you may require. As a part of Corporate and Investment Banking (CIB) at Evalueserve, you will be joining a respected team focusing on global market research and supporting top-tier investment research organizations, bulge bracket investment banks, and leading asset managers. We serve 8 of the top 10 global banks, assisting them in deal origination, execution, valuation, and transaction advisory projects. **Role Overview:** You will be responsible for various key activities including Portfolio Monitoring and Reporting, Data Management, Performance Analysis, and Stakeholder Collaboration at Evalueserve. **Key Responsibilities:** - Track, collect, validate, analyze, and report financial and operational data from portfolio companies. - Maintain and update portfolio data in iLEVEL, Chronograph, or other platforms ensuring accuracy and timeliness. - Generate periodic reports and dashboards for internal stakeholders and investors. - Ensure consistency and integrity of data across systems. - Work closely with portfolio companies to streamline data submission processes. - Support automation and optimization of data workflows within the platforms. - Track KPIs, valuation metrics, and financial performance indicators. - Assist in benchmarking the performance of portfolio companies against industry standards. - Support investment teams with ad hoc analysis and insights. - Liaise with investment professionals, finance teams, and external partners. - Provide support during quarterly and annual reporting cycles. - Assist in preparing materials for LPs, board meetings, and internal reviews. **Qualifications Required:** - Bachelor's or master's degree in accounting, finance, or a related field; CFA certification is a plus. - 2+ years of experience in private equity, investment management, or financial analysis. - Working knowledge of the iLEVEL application is required. - Advanced proficiency in Excel; experience in working on Power BI or Tableau is a plus. - Excellent analytical, organizational, and communication skills. - Ability to manage multiple priorities in a fast-paced environment. - Familiarity with fund structures, capital calls, and distributions.
