Reports to: Senior Manager

Department: Investment Research

Location: Chile

Key Responsibilities

- Forecasting & Budgeting:
- Assist in developing, reviewing, and updating budgets and rolling forecasts.
- Build dynamic financial models, including scenario and sensitivity analysis.
- Support preparation of presentations, dashboards highlighting financial & operating performance, and other reporting data packs

- Portfolio Company Support:

- Analyze monthly financials and KPIs for portfolio companies.
- Summarize monthly financials for quarterly reporting.
- Track performance against budget, forecast, and prior periods.
- Identify trends, deviations, and underlying drivers of performance.

- Research and Valuation Support:

- Screen and analyze list of target companies for potential acquisition
- Build and update financial models, DCF and LBO models for lenders and investors and perform valuation
- Assist in preparing investment memo (research, analysis, presentation development)
- Assist in due diligence process including document and financial review
- Research on potential funding sources

Required Qualifications

- Master’s degree in finance, Accounting, Economics, or a related field.
- 4+ years of financial/ investment banking/private equity/buy side research experience.
- Proven experience in financial planning and analysis.
- Strong proficiency in financial modeling, data analysis, and quantitative techniques.
- Advanced Excel skills including proficiency in VBA and Knowledge of SQL and Python.
- Knowledgeable in financial planning software and tools, such as SAP/SAC is a plus
- Excellent analytical, problem-solving, and critical-thinking skills with effective communication and presentation abilities.
- Strong attention to detail and accuracy in work.




- Proficiency in databases – CapIQ, Thomson Eikon, Bloomberg, FactSet.
- Strong understanding of private equity industry and their information needs.
- Prior experience in project management, mentoring team members and conducting QC is essential
- Excellent written English and presentation skills

Why join Evalueserve? Evalueserve is a integral 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"

This job offer complies with Chilean Law No. 21.015, which promotes the inclusion of people with disabilities in the workforce. In accordance with this law, we are committed to fostering an inclusive work environment. If you require any reasonable accommodation to participate in the application process or to perform the essential functions of the role, please let us know. We are committed to providing the necessary support to ensure a fair and accessible process. Disclaimer

- The above 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 [email protected] for any questions or to report suspicious activity.

📌 Senior Analyst - Private Equity (Viña del Mar)
🏢 Evalueserve
📍 Viña del Mar