Senior Private Equity FP&A & Valuation Analyst

Evalueserve; Viña del Mar; Híbrido; CLP 9.000.000 - 13.000.000; Jornada completa

Descripción de la vacante

Evalueserve is seeking an Investment Research professional in Chile to support budgeting, forecasting, and valuation work for portfolio companies. The role emphasizes building robust financial models and delivering data-driven insights to inform investment decisions.

The ideal candidate has 4+ years in financial planning and analysis, strong Excel/VBA, and proficiency in SQL and Python, with experience in PE or private markets and able to communicate clearly in English.

Formación

• Master’s degree in finance, accounting, economics, or a related field.

Responsabilidades

• Forecast budgets and rolling forecasts across business units.
• Build dynamic financial models, including scenario and sensitivity analysis.
• Prepare presentations, dashboards highlighting financial and operating performance and other reporting data packs.
• Analyze monthly financials and KPIs for portfolio companies.
• Summarize monthly financials for quarterly reporting.
• Track performance against budget, forecast and prior periods.
• Identify trends, deviations, and underlying drivers of performance.
• Screen and analyze target companies for potential acquisitions.
• Build and update DCF and LBO models for lenders and investors; perform valuation.
• Prepare investment memos and assist in due diligence processes.
• Research potential funding sources.

Conocimientos

Financial modeling

Excel VBA

SQL

Python

Data analysis

Investment research

English communication

Presentation skills

Problem solving

Attention to detail

Educación

Master’s degree in finance, accounting, economics or related field

Herramientas

CapIQ

Thomson Reuters Eikon

Bloomberg

FactSet

Descripción del empleo

Evalueserve is seeking an Investment Research professional in Chile to support budgeting, forecasting, and valuation work for portfolio companies. The role emphasizes building robust financial models and delivering data-driven insights to inform investment decisions.

The ideal candidate has 4+ years in financial planning and analysis, strong Excel/VBA, and proficiency in SQL and Python, with experience in PE or private markets and able to communicate clearly in English.