Lead Analyst- Credit Research

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.

About Professional Services and Asset & Wealth Management (PS&AWM)

Evalueserve is a leading global professional services firm specializing in research support. We partner with top companies around the world to provide them with valuable insights, innovative solutions, and strategic guidance that help our clients navigate the complex landscape and maximize their investment outcomes. Our work spans across industries, including finance, healthcare, technology, and more.

As a member of the Professional Services & Asset & Wealth Management team, you will have the opportunity to work on exciting projects that shape the future of businesses. You will become an integral part of a dynamic team that leverages cutting-edge technologies, data-driven insights, and deep industry expertise to drive meaningful impact for our clients. You will collaborate with industry experts, thought leaders, and talented colleagues from diverse backgrounds.

What you will be doing at Evalueserve :

• Responsible for credit analysis using credit metrics (liquidity, coverage, solvency etc.)
• Creating and maintaining excel based financial models with forecasts and benchmarking companies on financial and operating metrics
• Responsible for building detailed financial models that includes industry research, capital structure analysis, peers’ comparison, and recovery analysis
• Incorporate acquisition / merger announcements (merger models) or long-term business plan projections in the existing model of the portfolio companies
• Reviewing credit agreements and bond indentures for the covenant package and incorporating them in models for covenant testing
• Publishing quarterly and annual write-ups on portfolio companies that includes investment recommendations based on past trends and financial model projections
• Explaining the rationale to clients / onshore team behind industry drivers, company KPIs, business strategy, model assumptions, and investment recommendations
• Extensive company valuation involving approaches such as DCF, DDM, Trading and transaction multiples, etc.
• Listening to and summarizing earnings conference calls on a quarterly basis
• Responsible for writing credit reviews, including - Credit Ratios Analysis, Covenant Analysis, Capital Structure Analysis.
• Credit Comparable o Impact of Macro factors (Economy, Industry) and qualitative factors including Business / Asset Quality, Management etc. on the creditworthiness of a company
• Identifying credit strengths and weaknesses
• Preparation of financial models using financial statements, debt schedule, and financial forecast
• Extraction of debt related information, e.G. price, maturity, Yield, Z-spread, CDS etc. from database

What we’re looking for :

CFA (added advantage)