Accounting, Application Programming Interface (API), Artificial Intelligence (AI), Automation, Banking Services, Business Administration, Business Development, Communication Skills, Corporate Banking, Customer Relations, Facebook, Fast Food, Finance, Financial Analysis, Financial Modeling, Financial Ratio, Financial Services, Forecasting, Fortune 500 Customers, Investment Management, Investment Services, Leadership, Leading Edge Technology, LinkedIn, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Product Family, Microsoft SharePoint, Microsoft Visual Basic for Applications (VBA), Newsletter, Organizational Skills, Performance Analysis, Performance Metrics, Presentation/Verbal Skills, Python Programming/Scripting Language, REST (Representational State Transfer), Reporting Dashboards, Resolve Customer Issues, SAP, SQL (Structured Query Language), Scalable System Development, Twitter, Workflow Analysis, Writing Skills
Reports To: Associate Director
Department: Corporate Investment Banking
Location: New York City, NY (On-Site)
Evalueserve is a leading global company that develops innovative and sustainable solutions for a wide range of clients, including more than 30% of the Fortune 500 companies. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact. Our clients include Amazon, Deutsche Bank, Johnson & Johnson, McDonald's, Microsoft, Morgan Stanley, Nestlé, Novo Nordisk, and Procter & Gamble.
We have 5,000+ 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, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all.
Watch this video to understand what it means to Elevate Your Impact at Evalueserve!
Key Responsibilities
- Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand
- Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc.
- Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc.
- Support Leadership to determine Analytics initiatives and business development opportunities
- Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.
- Measure the effectiveness of the service, developing key metrics and performance indicators, and report regularly to Leadership and business partners on efficiencies gained and areas for continued growth
- Identify and leverage opportunities to support information gathering and synthesis from new and existing clients.
- Serve as a subject matter expert for your functional area, proposing and implementing improvements/changes
Core Competencies
- Relevant experience in multi-sector information research, specialized sector research role or relatable experience in financial services.
- Strong business/Finance/accounting acumen, understanding of financial modeling, ratios etc.
- Client-focused with ability to anticipate needs, address clients' expectations, effectively manage priorities and cooperate to achieve objectives.
- Strong oral and written communication skills, able to synthesize large volumes of information and clearly articulate complex ideas.
- Technical know-how in Microsoft Office Suite, specifically advanced skills in Excel and PowerPoint.
- Enthusiasm, aptitude, and organizational skills, with a willingness to learn.
Required Qualifications
- Post Graduation/ MBA in Finance domain
- 8-10 years of relevant experience in Investment Banking domain
- Experience of VBA, UIPATH, Power Automate, Python or other automation tools.
- Experience of using AI-based platforms to drive efficiencies in workflows at scale
- Hands-on experience of using Microsoft Power Apps, Power Automate, Copilot Studio, GPT, SharePoint Online, AI Builder, and enterprise integrations such as SAP, SQL, and REST APIs to transform information workflows.
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 may verify your employment, education, and other details. Please ensure all information is factual and submitted on time. For any assistance, your recruiter is available to support you.
Want to learn more about our culture and what it's like to work with us? Write to us at careers@evalueserve.com
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