Evalueserve is a global professional services firm that offers research, analytics, and data management

services. We are powered by mind+machineTM – a unique combination of human expertise and best-in-
class technologies that use smart algorithms to simplify key tasks. This approach enables us to design
and manage processes that can generate and harness insights on a large scale, significantly cutting cost
and time and helping businesses that partner with us to overtake the competition.
We work with clients across a wide range of industries and business functions (including the world’s
largest investment banks, brokerage firms, and asset management companies) and help them
make better decisions, faster; reach new levels of efficiency and effectiveness; and see a tangible impact
on their top and bottom lines.
We are committed to providing equal employment opportunities globally, eliminating discrimination, and
promoting good relations among employees, regardless of age, disability, ethnicity or origin, sex, gender
assignment, gender identity, religion or belief, sexual orientation, and marital or civil partnership status.
Evalueserve is an inclusive employer and is proud of its diverse workforce.

Position Description

Job Title Research Associate / Senior Research Associate

Reporting To Manager
Job Family Advanced Research
Department Equity Research Strategy
Nature of Job Permanent
Location Mumbai / Gurugram

Job Description

• Provide analytical support to the strategy team and interact with relevant teams in other regions
• Collect financial data using data sources such as Bloomberg, DataStream, and Thomson Reuters
• Create and maintain databases, statistical models, etc.
• Conduct extensive sector and market valuation using quant models, relative valuation, etc.
• Develop operating metrics using financial data on indices and analyze fund flows and macro
indicators
• Contribute to weekly / monthly / quarterly periodicals and thematic reports and generate investment
ideas
• Monitor, analyze, and comment on day-to-day events across regions and markets with the aim to
identify and highlight key trends
• Handle client requests, including tailored and bespoke requests, and create stock screens based on
financial metrics

Skill Sets Required

• Advanced MS Excel skills

• Strong accounting and financial skills
• Excellent data management and interpretation skills

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• Strong analytical and problem-solving skills
• Ability to synthesize research findings and prepare summary reports
• Strong written and verbal communication skills
• Ability to prioritize multiple tasks
• Strong academic record, quantitative skills, and an interest in and understanding of financial markets

Education and Experience

• B. Tech / CA / MBA; CFA (AIMR, USA) would be preferred

• 1–5 years of financial / industry and strategy experience will be advantageous
• Knowledge of VBA, statistical analysis tools, and programming languages such as Python will be
advantageous
• Experience in data stream

Compensation

To be decided on a case-by-case basis, pegged with the best in the industry

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