Job Description

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 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.


We have 4,500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as 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 open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all.


Curious to know what it's like to work at Evalueserve?

Watch this video 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:

The Lead Analyst will join the Lending Services (Commercial / Corporate / Business Banking) team, working closely with bankers to support credit business modeling and ancillary processes. This role requires a blend of credit research expertise, financial modeling, and team leadership to deliver high-quality outputs:


• Conduct research to develop an understanding of companies, industries, and market dynamics (primarily for Banking / Financial Institutions)

• Analyze business model, strategies, and industry scenarios to identify key trends

• Evaluate financial statements, and develop and maintain comprehensive financial/credit models (including revenue and expenses model) to assess credit quality

• Monitor and interpret the impact of events, news, and economic developments on credit quality

• Present findings, analysis, and recommendations, highlighting a borrower's ability to meet obligations


• Mentor and train team members while managing workload allocation and planning


• Prepare and share periodic governance reports and trackers with internal stakeholders and clients

• Address client feedback and implement corrective measures to improve deliverables and processes

• Supervise 2-4 FTEs, ensuring performance and development objectives are met

• Manage client communications, including calls and regular updates
• Write detailed credit reviews, summarizing strengths, weaknesses, liquidity, leverage, cash flow, and coverage metrics will be an added advantage

Skills we're looking for: • Advanced Excel skills. VBA expertise is desirable.
• Strong understanding of credit research concepts
• Strong experience of financial / credit modeling
• Strong understanding of financial statements, planning and analysis
• Excellent communication skills to manage client interactions
• Excellent interpersonal skills to build strong team culture
• Ability to complete team tasks efficiently on schedule
• Master's degree with a major in finance, accounting from a reputed institute with 5+ years' experience in the similar profile



• Experience with Global banking clients is highly preferred

Want to learn more about our culture and what it's like to work with us? Write to us at

careers@evalueserve.com