Elevate Your Impact Through Evalueserve
Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work® in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development and work-life balance.
About Corporate and Investment Banking & Investment Research (CIB & IR)
As a global leader in knowledge processes, research, and analytics, you'll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects
What You Will Be Doing At Evalueserve
Senior Analyst will join the Lending Services (Corporate & Commercial banking) team at Evalueserve
Key Responsibilities
Covenant & Trigger Monitoring & Oversight
- Lead end-to-end covenant and trigger monitoring across multiple portfolios or clients.
- Review and validate extraction of covenants, trigger clauses, and key terms from complex credit agreements and amendments.
- Oversee periodic testing of financial covenants and trigger events, ensuring accuracy and completeness.
- Ensure adherence to covenant calendars, reporting timelines, and client-specific requirements.
Quality Assurance & Risk Management
- Perform detailed review and quality checks of covenant testing outputs and team deliverables.
- Identify and escalate covenant breaches, trigger events, and emerging credit risks with strong analytical insights.
- Drive consistency in interpretation of covenants and standardization of methodologies across the team.
Financial Analysis & Decision Support
- Conduct advanced financial analysis, including validation of complex ratios (DSCR, leverage, coverage).
- Provide insights on borrower performance, trend analysis, and risk indicators to support credit decision-making.
Client & Stakeholder Management
- Lead discussions on covenant interpretations, discrepancies, and process improvements.
- Ensure high client satisfaction through timely delivery, responsiveness, and quality outputs.
T
eam Leadership & Mentorship
- Guide and mentor junior analysts; support onboarding and training of new team members.Allocate work, manage bandwidth, and ensure effective team utilization.
- Foster a culture of accountability, quality, and continuous learning.
Process Excellence & Automation
- Drive process improvements, automation initiatives, and standardization across engagements.
- Identify opportunities to enhance efficiency using tools such as Excel VBA, Power BI, or internal systems.
- Ensure adherence to SLAs, KPIs, and internal control frameworks.
Shifts/Timings: General Shift – 5 days WFO
What we're looking forEducation
- Bachelor's/master's degree in finance, Accounting, Economics, or related field
- MBA / CA / CFA (preferred)
Experience
- 5 – 8 years of relevant experience in covenant monitoring, credit risk, loan operations, or financial analysis
- Prior experience in team handling or reviewing role is strongly preferred
Technical Skills
- Strong expertise in financial statements and credit analysis
- Advanced proficiency in financial ratios and covenant calculations
- Strong command over MS Excel (advanced functions, data handling) and PowerPoint
- Experience with covenant monitoring tools / credit systems
Core Competencies
- Strong analytical and problem-solving skills with attention to detail
- Proven ability to manage multiple stakeholders and tight deadlines
- Excellent communication and presentation skills
- Leadership, ownership, and decision-making ability
- Strong review mindset and quality orientation
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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 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.
