Job Description:

- The role will involve monitoring and conducting qualitative and quantitative research on variety of topics on banking and FI’s on an on-going basis; these will include global, regional and country level tracking and then summarizing the updates as short research briefs, creating detailed databases/models etc. for the client
- Ability to understand the retail banking environment in the financial services space
- Ability to work on quick turnaround ad-hoc requests using core secondary research tools such as online journals, websites, reports, databases and so on
- Design/plan output along with managers after consultation/brainstorming with clients (internal/external)
- Writing update reports and creating newsletters for client deliverables
- Will need to bring insights in the deliverable and adhere to best delivery standards
- Work on various FI industry updates as requested by the client, with high-level of accuracy
- Client-facing role and will require managing independent client delivery and communication (emails and conference calls)
- Maintain daily and weekly internal project trackers and MIS reports

Skill Set Required

- Research professional with good knowledge of Financial markets and Banking industry with:
1. Exposure to banking sector, understanding of KPI's, segments etc.
2. Fundamental knowledge of Finance and banking domain; broad understanding of financial concepts, capital markets etc. 
3. Experience in databases Factiva and Thompson one (Preferred but not mandatory)  Experience in handling adhoc/unstructured client requests, providing guidance and solutions to clients
- Understand the consulting business environment, language, and processes
- Business knowledge and ability to translate them into research priorities; intrinsic understanding of creating newsletters, update reports etc.
- Eye for detail and ability to identify and solve issues effectively and on time
- Strong interpersonal & analytical skills and Active listening skills
High level of independent thinking and approach
- Excellent written and verbal communication skills
- Proficiency in working on Excel and Word

Qualification and Experience:

- Bachelor's or Master's degree (Commerce/Finance)

 - 2 to 5 year of relevant work experience in research domain in financial services space

Job description

- Knowledge of key terminology, latest trends, key industry metrics
- Data collection through secondary research and primary research
- Preparation of company profiles, biographies, industry reports, cross industry custom ad-hoc requests in a rapid research environment
- Excellent communication skills and excellent interpersonal skills
- Knowledge of database tools – OneSource, Factiva, Hoovers, Thomson Research etc.
- Analyzing and preparing presentations from research data
- Active participation & contribution in team discussions on project specific areas
- Managing range of projects across sectors
- Managing client communication
- Ability to analyze and synthesize the available data and bring out value-added insights to the clients
- Ability to ensure that tasks within areas of responsibility are completed in a timely manner
- Ability to identify and solve issues effectively on time

Skill Set Required:

- An analytical frame of mind with the ability to think through. A learning attitude would be must.
- Ability to ensure that tasks within areas of responsibility are completed in a timely manner.
- Good communication, listening, and writing skills.
- Awareness of current events in the industry and ability to identify key trends shaping the industry
- Knowledge of major customer segments, common products and product types
- Possess a flexible & detail oriented attitude.

 Education and experience

MBA from a reputed institute with 2-5 year of research experience.

Job description

- Manage EVS Team of research analysts – Coaches, provides feedback and motivates team members (5 to 12) through clear communication, appropriate delegation and targeted intervention to ensure high quality output 
- Develops deep expertise in specialized research tools, databases and sources; may focus on specific data classes (e.g., demographics, micro-economics, technical, etc.)
- Should be able to bring an industry understanding of their client’s organization which would include products, customer segments, competitive forces and trends shaping the industry
- Should have flair to work across different sectors within the ICT/E&C/Procurement value chain and good business acumen.
- Takes pro-active role in quality control process for the client and coaches and mentors more junior staff
- Conducts and Initiates various training, allied activities with the team and the group
- Identifying and recommending potential strategic markets and solution areas by cross referencing available primary and secondary data along with prior knowledge of ICT/E&C/Procurement and Business Processes
- Analyzing competitive market strategies through analysis of related competitor products and services along with identification of future trends and offerings
- Writing research reports post analyzing data from industry reports such as Gartner, IDC, Forrester, GfK, Strategy Analytics, TeleGeography, Ovum, etc.
- Performing market segment and sizing studies, opportunity analysis & technology analysis
- Providing competitive intelligence by preparing deliverables around Scorecards, Competitive Newsflashes, Competitive Briefs, Summaries of Earning Calls, etc.

Skill Set Required:

- Seasoned research professional with a strong focus on across industry i.e. ICT/E&C/Procurement industry
- Updated with current events in the industry and ability to identify key trends shaping the industry.
- Knowledge of major customer segments, common products and product types
- Knowledge of major players in the industry and competitive landscape
- Understanding of industry standard processes and methodologies
- Understanding of the industry regulatory environment
- Highly adept in understanding business issues and translating them into research priorities
- Ability to ensure that tasks within areas of responsibility are completed in a timely manner
- Effective communicator with excellent relationship building & interpersonal skills
- Strong analytical, problem solving & organizational abilities
- Challenging current thinking by implementing new ways of working
- Possess a flexible & detail oriented attitude
- Ability to identify pro-actively ways to contribute to firms goals & mission
- Ability to understand the consulting business environment, language, and processes
- Ability to manage people (mentoring)

 Education and experience

- The right candidate should have worked for 5-8 years with a reputed firm in Technology/E&C/Procurement  Research and Analysis
- Good knowledge on IT databases and Latest MS Office tools is required
- Graduate/Post Graduate

Job description

- Supporting Equity Research Analyst of a Global Investment Bank in carrying out research on a portfolio of companies
- Track news, events and results of the companies under coverage
- Tracking and monitoring regulatory trends impacting the industry
- Building and maintaining databases tracking key macro-economic indicators / industry KPIs
- Working on Financial Models – updating historical numbers, building projections and carrying out valuation
- Listening to and summarizing investment conference calls
- Assist the Lead Analyst in preparation of company profiles, newsletters, Flash notes, earning notes, initiating coverage reports, etc.
- Developing road-show presentations
- Handling ad-hoc research requests as per client requirements

Skill Set Required

- Excellent Communication and interpersonal skills
- Strong understanding of accounting concepts and financial analysis skills
- Understanding of valuation methodologies
- Good financial writing skills (beyond factual reporting such as Company Description)
- Well versed in building financial model with forecasting
- Ability to build client relations
- Independent performer
- Knowledge of database tools – Bloomberg, Reuters and other financial data systems
 - Knowledge of VBA, Excel Macros would be an added advantage

Education and experience

Must be an MBA (Finance) / or a CA; CFA (US) would be an added advantage.

Experience- 5-7 Years.

Job description

- Senior Business Analyst will join the investment banking team at Evalueserve, supporting bankers in several critical research areas such as follows:
- Working on comparable company analysis, precedent transaction analysis, industry research, company/M&A screening, newsletter preparation
- Prepare pitch books, industry overview, detailed company profiles, management biographies, brokers’ outlook, share price performance, evolution of industry/peers valuation multiples, possible buyer/seller opportunities
- Responsibilities includes training and guiding junior and new analysts, maintaining efficiency, working independently on complex projects, delivering error free projects and client communications
- Allocating projects to team members depending on their industry expertise and skills, resolving their project related queries and performing quality check on client deliverables
- Creating and maintaining databases
- Conduct on-the-job and off-the-job training sessions of new joiners and team members

Skill Set Required

- Strong Accounting and financial skills 
- Good MS Office Skills 
- Excellent Communication and interpersonal skills 
- Ability to ensure that tasks within areas of responsibility are completed in a timely manner 
- Ability to practice attentive and active listening skills 
- Knowledge of database tools – Factset, Thomsonone, Capital IQ, Factiva, and bloomberg
- Ability to identify proactive ways to contribute to firms goals & mission
- Challenging current thinking by implementing new ways of working 

Education and experience

- Graduate from a reputed institute (Btech, BA, BBA, BBE, Bcom, etc) or/and MBA (Finance), Master’s degree with majors in economics or accounting or Chartered Accountant or CFA or any equivalent degree
- 3 to 5 years of relevant experience

Job Description – Model Implementation, Production, and Monitoring

Evalueserve is a global professional services provider offering research, analytics, and data management services. We’re powered by mind+machine – a unique combination of human expertise and best-in-class technologies that use smart algorithms to simplify key tasks.

We work with clients across a wide range of industries and business functions, helping them to make better decisions faster, reach new levels of efficiency and effectiveness, and see a tangible impact on their top and bottom lines.

Position at a glance:

This position is within the existing Customer Insights & Data Analytics team in Evalueserve, Chile, supporting a leading US financial services firm.

Responsibilities may include:

- Supporting complex model implementation environments working with large data sets, advanced statistical models, and SAS/other coding to effectively and efficiently execute models for different purposes, including annual stress tests/CCAR, allowance/CECL/IFRS9, and Basel
Implementation of statistical models with complex logic in SAS or Python production environment
- Monitoring statistical models, including stress testing, allowance, and Basel models, for various asset types, as well as tracking activity and preparing various reports for review and approval from internal stakeholders
- Establishing strong controls and creating consistent and robust execution processes across models
- Maintaining documentation for key implementation processes across the team with focus on standardization of implementation and execution controls
- Extraction, manipulation, and analysis of large data sets from a variety of sources, ensuring quality and consistency
- Creating reports and ad hoc analysis, interpreting and presenting results effectively
- Generating results through automated processes for internal and regulatory purposes
- Pursuing process automation and contributing to the continuous improvement of the programming environment
- Interacting regularly with stakeholders from different teams, such as the modeling, monitoring, governance, and data management teams

Required Qualifications:

- Bachelor’s/Master’s degree in programs such as mathematics, statistics, engineering, economics or computer sciences
- Excellent verbal and written English communication skills
- 2+ years of hands on experience in SAS programming
- Experience in data cleansing, summarization, and insight generation
- Proficiency in model implementation, execution, monitoring, and/or development of large and complex predictive models for forecasting credit or PPNR losses
- Understanding of predictive modeling techniques and a strong understanding of the statistical testing necessary to assess model performance
- Highly collaborative, flexible, and available during office hours. Willing to take on ownership when asked to work on projects/tasks
- Strong conceptual and quantitative problem-solving skills and ability to think in a structured manner
- Dedicated, enthusiastic, self-driven, and performance-oriented; possessing a strong work ethic
- Reporting and analytical skills, ability to interpret analytical data/results, summarize them, and provide recommendations based on analysis

Preferred Qualifications:

- Hands-on statistical modeling experience
- Experience with developing sound model execution, analytics, or reporting processes
- Experience working with credit risk models, such as stress testing, allowance, or Basel models
- Analytics and/or credit risk management experience in banking
- Experience with Python, SQL and UNIX
- Experience creating code documentation used for auditing and/or the training of other programmers

Contact: Please send English CVs to chilerecruitment@evalueserve.com with title: Model Implementation, Production and Monitoring.

Job Description – Marketing Execution Analyst