Equity Research Associate - Regional Banks and Specialty Finance (Evercore ISI)

Equity Research Associate - Regional Banks and Specialty Finance (Evercore ISI) - Evercore

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Equity Research Associate - Regional Banks and Specialty Finance (Evercore ISI)

Region

Americas

Location

New York

Group

Evercore ISI

Job description

Group Description: Evercore ISI offers a high-quality, collegial and collaborative environment and an expanding research platform where exceptional contributors can look forward to rapid career advancement. The Regional Banks & Specialty Finance team covers a range of financial institutions, including commercial banks, credit card companies, auto finance companies, and diversified specialty finance. The Regional Banks equity research team has achieved a Top 1-3 ranking in the Extel (Institutional Investor) All America Research Poll since 2017.

What is the Position? Evercore ISI seeks to hire a Research Associate for its Regional Banks and Specialty Finance Equity Research team located in New York, NY.

Primary Responsibilities: Ideal candidate should have 2-3 years' experience covering the financial sector in equity research, investment banking, or similar capacity. Candidate should be proactive, high energy, and able to work within a highly productive team. The candidate should possess excellent excel skills, knowledge of finance and accounting, expertise in working with AI tools, and superior writing skills. Experience in coding is strongly preferred. A strong work ethic with the ability to learn quickly is essential. Candidates with a strong background in finance & accounting are encouraged to apply. Other responsibilities include, but not limited to:

• Develop and update financial models efficiently
• Perform financial and valuation analysis of covered companies
• Execute proprietary research projects that generate impactful stock calls
• Assist with client requests & inquiries
• Idea generation
• Maintain databases and create tables and charts
• Leverage AI to improve efficiency & productivity of the team/product
• Participate in company management calls and conferences
• Track relevant news articles relaying important messages to the team
• Closely follow industry and economic data

Specific Qualifications:

• 2-3 years of Equity research experience is ideal
• Excellent communication skills (written and verbal)
• Background in finance and accounting
• Strong modeling / excel / AI capabilities
• Experience in coding strongly preferred
• Superior writing skills
• Interest in stocks
• Initiative, drive and motivation to learn
• Ability to work as part of a team to accomplish broader goals and objectives
• Capable of handling multiple responsibilities
• Ability to meet deadlines
• Willingness to work extended hours, including weekends when needed
• Detail-oriented

Expected Base Salary Range: $115,000 - $145,000

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:

• Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.

Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.

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