Equity Research Analyst

Evalueserve; Colombia; Hybrid; COP 36,000,000 - 72,000,000; Full time

Benefits offered by this job

Hybrid work model

International exposure

Job summary

Evalueserve is seeking an investment research analyst in Colombia to liaise between sales and investment banking teams, conduct company research, and build robust Excel-based financial models. You will analyze industry and financial risks, perform DCF and relative valuations, and prepare information memoranda and client-ready presentation decks.

The role requires 2–5 years of relevant experience, strong Excel skills, and fluent English.

Qualifications

• 2–5 years of relevant experience in credit/ equity research or IB advisory or private equity.
• Graduate in business administration, finance, economy, accounting or equivalent.
• Knowledge of financial statement analysis.
• Excellent analytical and quantitative skills; strong Excel-based modeling.
• Fluent English (written and verbal).
• Ability to work in a fast-paced, multicultural team.
• Strong communication with US/Europe clients and other centers of Evalueserve.
• Detail-oriented with ability to manage overlapping tasks.

Responsibilities

• Serve as liaison between sales and investment banking teams.
• Research news, financial data, company presentations; participate in earnings calls and investor relations calls.
• Analyze company strengths/risks across industry and finance.
• Create and maintain Excel-based financial models incl. forecasting and benchmarking.
• Perform DCF and market-based valuation using multiples.
• Update client databases and financial models; support earnings season.
• Prepare information memoranda, company profiles, industry overviews, deal decks, due diligence decks.
• Write financial reports and presentations in English.

Skills

Advanced Excel modeling

Financial statement analysis

English communication

Team collaboration

Attention to detail

Education

Bachelor’s in Finance/Accounting/Economics

Tools

Capital IQ

Factset

Refinitiv

Thomson Reuters

Job description

• 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.