Equity Research Analyst

Evalueserve; Viña del Mar; Híbrido; CLP 12.000.000 - 18.000.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working model

International exposure

Great Place to Work

Descripción de la vacante

Evalueserve is seeking a seasoned analyst in Chile to join our investment research team. The role focuses on liaising with sales and IB, building complex Excel models, conducting varied valuations, and producing English-language financial reports and presentations.

The ideal candidate has 2–5 years in finance-related research, strong modeling skills, and excellent English communication. A hybrid work setup and global exposure are part of the offer.

Formación

• 2–5 years of relevant experience in credit / equity research or investment banking advisory or private equity.
• Graduate from business administration, finance, economy, accounting or equivalent.
• Knowledge of financial statement analysis.
• Excellent analytical and quantitative skills, with strong experience in financial modeling and advanced Excel-based data analysis.
• Excellent communication skills in English (written and verbal).
• Ability to work in a fast paced, team-based multicultural environment.
• Strong communication is a must for interaction with US/Europe based clients and with other centers of Evalueserve.
• Attention to detail with the ability to ensure high quality of deliverables and problem-solving skills.

Responsabilidades

• Serve as liaison between sales and investment banking teams.
• Research news, financial data, and company presentations for analysis.
• Analyze strengths/weaknesses of companies based on industry, business and financial risk.
• Create and maintain Excel-based financial models for forecasting and benchmarking.
• Conduct company valuation using DCF and market multiples.
• Update financial models and client databases during earnings season.
• Build and forecast financial statements of companies.
• Write financial reports and presentations in English.

Conocimientos

Analytical skills

Quantitative skills

Financial modeling

Excel proficiency

English communication

Team collaboration

Attention to detail

Multicultural environment experience

Educación

Bachelor's degree in finance/economics/accounting

CFA Level 1, master's in finance

Herramientas

Capital IQ

Factset

Refinitiv

Thomson Reuters

Descripción del empleo

Key Responsibilities

• Act as a liaison between the sales team and the investment banking team to ensure
• Researching for news, financial data, company presentations of companies under analysis. Participating in earnings calls and investor relations calls.
• Analyzing strengths and weaknesses of companies based on industry, business and financial risk.
• Creating and maintaining Microsoft Excel-based, financial models which include forecasting and benchmarking companies on financial and operating metrics, such as, industry research, capital structure analysis, peers’ comparison, relative valuation and recovery analysis.
• Conduct extensive company valuation using DCF, market-based valuation using multiples.
• Updating financial models and client’s databases on a regular basis including earnings season.
• Building and forecasting financial statements of companies.
• Writing financial reports and presentations in English.
• Preparation of information memoranda, company profiles (one-pagers and deep dive), Industry overviews, management presentations, deal tombstones, pitchbooks, due diligence decks.

Required Qualifications

• 2-5 years of relevant experience in areas such as credit / equity research or investment banking advisory or private equity.
• Graduate from business administration, finance, economy, accounting or equivalent.
• Knowledge of financial statement analysis.
• Excellent analytical and quantitative skills, with strong experience in financial modeling and advanced Excel-based data analysis. VBA/programming knowledge is not required.
• Excellent communication skills in English (written and verbal).
• Ability to work in a fast paced, team-based multicultural environment.
• Strong communication is a must for interaction with US/Europe based clients and with other centers of Evalueserve.
• Attention to detail with the ability to ensure high quality of deliverables and problem-solving skills.
• Ability to organize and manage overlapping tasks and assignments, with frequent priority changes.
• Flexibility to work as per client schedule and workload requirements.
• Guide, mentor, and train junior analysts on the job.

Preferred Qualifications

• CFA Level 1, master’s in finance.
• Experience with databases such as Capital IQ, Factset, Refinitiv, Thomson
• Experience in the market of technology companies.

Why Join Evalueserve

Evalueserve is a global leader in managed services that empower smarter decision-making and streamline critical workflows for more than 30% of the Fortune 500 companies across 45 countries. With over 4,500 professionals worldwide, our solutions are grounded in deep domain expertise and enhanced by cutting-edge AI and automation to boost productivity and scale client impact. Over the last 25 years, we have helped clients transform how they work and today we are pushing the frontier further with generative and agentic AI.

We foster a merit-based and innovation-driven culture that encourages creativity, continuous learning, and professional growth. Our hybrid working model provides international exposure and flexibility. Evalueserve has been recognized as a Great Place to Work® across four continents and ranks among the top 5% of global companies for diversity—alongside numerous awards across its solution lines.

This job offer complies with Chilean Law No. 21.015, which promotes the inclusion of people with disabilities in the workforce. In accordance with this law, we are committed to fostering an inclusive work environment. If you require any reasonable accommodation to participate in the application process or to perform the essential functions of the role, please let us know. We are committed to providing the necessary support to ensure a fair and accessible process.

Disclaimer:

• The above 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.
• 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.
• During the screening process, we do not request any IDs, banking details, or any payments. Personal details and documents are only collected after employment has been confirmed and for onboarding purposes. All legitimate opportunities appear at https://www.evalueserve.com/jobs/. Contact us at [e-mail] for any questions or to report suspicious activity.