Investment Research Analyst: Valuation & Financial Modeling

Evalueserve, Inc.; Viña del Mar; On-site; CLP 12,000,000 - 18,000,000; Full time

Benefits offered by this job

Hybrid working model

International exposure

Career growth

Job summary

Evalueserve in Chile is seeking an Investment Research Analyst to support sales and investment banking teams with research, financial modeling, and valuation.

You will prepare information memoranda, company profiles, and pitch books, and present findings in English. The role requires 2–5 years in credit/equity research or related fields, strong Excel skills, and the ability to work in a fast-paced, multicultural environment.

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.

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.

Skills

Financial modeling

Excel proficiency

English communication

Analytical thinking

Multitasking

Education

Bachelor's degree in Finance or related field

Tools

Capital IQ

FactSet

Refinitiv

Job description

Evalueserve in Chile is seeking an Investment Research Analyst to support sales and investment banking teams with research, financial modeling, and valuation.

You will prepare information memoranda, company profiles, and pitch books, and present findings in English. The role requires 2–5 years in credit/equity research or related fields, strong Excel skills, and the ability to work in a fast-paced, multicultural environment.