Evalueserve - Credit Research Role

This role will require the candidate to work on investment research assignments. The selected candidate will work closely with asset managers and their investment team to review specific securities with a view to help the client take investment decisions.

This will include:

- Building detailed credit models (historical and forecasts) including analysis of various leverage metrics

- Write earning notes, quarterly updates, coverage reports, sector reports, newsletters, event updates, etc

- Financial statement analysis using company filings and databases including Bloomberg/Thomson

- Developing company's operating metrics in conjunction with their relevance in different sectors/companies

- Analyze capital structure and analyze debt based on seniority and maturity, review covenants, peer comparison, etc

- Reviewing company bond indentures & reports published by rating agencies

- Prepare industry write-ups / reports especially preparing regulatory credit reports

- Listening to and summarizing investment conference calls

- Handling adhoc research requests as per client requirements

Skillset Required

- Excellent communication skills - Ability to engage senior stakeholders in discussions and be able to present one's point of view, challenge assumptions, present and defend investment thesis

- Excellent report writing skills with ability to summarize a lot of literature in a concise manner

- Ability to work on unstructured problems and be able to independently suggest different approaches for analysing investment scenarios

- Ability to identify and solve issues effectively on time, eye for details

- Excellent MS Office Skills

- Strong Accounting and financial skills

- Challenging current thinking by implementing new ways of working

- Ability to practice attentive and active listening skills

- Good knowledge of macroeconomics aggregates

- Ability to ensure that tasks within areas of responsibility are completed in a timely manner

- Ability to identify pro-active ways to contribute to firms' goals & mission

- Knowledge of database tools - Bloomberg, Reuters and other financial data systems

Education and Experience

- Graduate/Postgraduate, MBA (Finance) / or a CA; CFA (US)

- Total experience of 3-7 years of relevant credit research experience