Senior Manager - Corporate Investment Banking
Evalueserve - Raleigh, NC
Hiring: Senior Manager - Corporate Investment Banking Company: Evalueserve Location: Raleigh, NC Job Posted Time: 2026-09-16 10:56:50 Employment Type: On-site Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Python, REST, SAP, SQL About the job Experience: •5 - 10 years of relevant experience in Investment Banking domain •10 years of relevant experience in Investment Banking domain Required Skills: •Provide operational oversight of team utilization, ensuring efficient distribution of work, preventing backlogs and forecasting capacity based on ongoing projects and anticipated demand •Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products such as profiles, sector overview slides, newsletters etc. •Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools such as UIPath, Python, GPT, Claude, etc. •Support Leadership to determine Analytics initiatives and business development opportunities •Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc. •Measure the effectiveness of the service, developing key metrics and performance indicators, and report regularly to Leadership and business partners on efficiencies gained and areas for continued growth •Identify and leverage opportunities to support information gathering and synthesis from new and existing clients. •Serve as a subject matter expert for your functional area, proposing and implementing improvements/changes Qualifications: •Post Graduation/ MBA in Finance domain •Hands-on experience of using Microsoft Power Apps, Power Automate, Copilot Studio, GPT, SharePoint Online, AI Builder, and enterprise integrations such as SAP, SQL, and REST APIs to transform information workflows. •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. •Want to learn more about our culture and what it’s like to work with us? Write to us at careers@evalueserve.com •Read our Privacy policy - Evalueserve to learn how Evalueserve processes your personal information. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!