Senior Analyst – Equity Research

Reports To: Associate Director

Department: Professional Services and Asset & Wealth Management

Location: Gurugram

Job Summary

We are looking for a finance professional with 3–6 years of equity research experience to support offshore investment research teams in the Asset and Wealth Management industry. The role involves building and maintaining detailed financial models, conducting company valuations, preparing sector and company reports, and summarizing earnings calls. Strong analytical and financial skills, proficiency in databases like Bloomberg/Reuters, and excellent communication are essential. A CA/MBA (Finance) or CFA qualification is preferred.

Key Responsibilities

The candidate would be required to provide offshore support to investment research team of Asset and Wealth Management industry (Buy-Side)
A keen interest in financial markets and investment strategies
Strong quantitative and qualitative analytical skills, proficiency in financial modeling, and excellent written and verbal communication skills
Build detailed financial models, update historical and provide forecasts
Develop sector / company drivers based on key operational metrics across different sectors / companies
Proficient in deducing company valuation using DCF, relative, among others
Prepare company profiles, earning notes, quarterly updates, initiation of coverage reports, sector reports, newsletters, primers, flash notes, and theme-based reports, among others
Familiarity with financial databases and software (e.g., Bloomberg, Excel)
Summarize earnings conference calls, industry / expert calls, and conduct management interviews
Prior experience in equity research and related field is preferred
High level ethical integrity and professionalism

Required Qualifications

Relevant Experience of 3 – 6 years with graduate/master's degree
CA / MBA (Finance); CFA (added advantage)
Strong accounting and financial skills
Good analytical skills
Knowledge of macroeconomic aggregates and regression analysis
Ability to meet tight deadlines and ensure timely completion of tasks
Good listening skills
Ability to implement new working styles
Ability to identify proactive ways of contributing to the company's goals and mission
Knowledge of databases (such as Bloomberg and Reuters) and other financial data systems
Excellent communication and interpersonal skills
Proficiency in MS Office

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 following 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.

Please Note: 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.

Senior Equity Research Analyst