Senior Analyst - Equity Research

Evalueserve, Inc.; Bogotá ciudad; Presencial; COP 80.000.000 - 110.000.000; Jornada completa

Descripción de la vacante

Evalueserve, Inc. is seeking a skilled Investment Research Analyst in Colombia to support the investment research team. You will conduct company valuations using DCF and multiples, build financial models in Excel, and prepare earnings presentations and client-ready reports in English.

The role requires collaboration with US/Europe clients and cross-functional teams. Ideal candidates have 2–5 years in credit/equity research or investment banking advisory, with strong Excel skills, analytical

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 financial modelling and Excel-based analysis.

Responsabilidades

• Act as a liaison between the sales team and the investment banking team to ensure smooth collaboration.
• Research news, financial data, and company presentations; participate in earnings and investor relations calls.
• Analyze strengths and weaknesses of companies based on industry, business and financial risk.
• Create and maintain Excel-based financial models including forecasting and benchmarking.
• Conduct extensive company valuation using DCF and market-based multiples.
• Update financial models and client databases during earnings season.
• Build and forecast financial statements of companies.
• Write financial reports and presentations in English.
• Prepare information memoranda, company profiles, industry overviews and deal materials.

Conocimientos

Financial modelling

Excel

Valuation

DCF analysis

Industry research

English fluency

Teamwork

Attention to detail

Mentor juniors

Educación

Bachelor in Finance/Economics

CFA Level 1

MBA preferred

Herramientas

Capital IQ

Factset

Refinitiv

Thomson Reuters

Descripción del empleo

Reports to: Senior Manager

Department: Investment Research

Location: Colombia

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.

Recent Awards and Recognitions

• AIM Research 2025: Top 10 of the "20 Best Firms for Women in Tech"
• Forrester Wave 2024: Leader in Market & Competitive Intelligence Platforms
• Chartis Research 2024: Category Leader in Credit Portfolio Management
• Credit Strategy Lending Awards 2024: Winner, "Best Technology Partner"
• Banking Tech Awards 2024: Highly Commended, "Best LendTech"

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 verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC 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.