Experienced Analyst - Investor Relations - New York

Region

Americas

Location

New York

Group

Corporate

Job description

What is the Position? We are seeking an Analyst to join the Investor Relations team in a high-impact, fast-paced environment. This role is ideal for a highly organized, detail-oriented professional who is a strategic and critical thinker. The individual must have strong judgement and communication skills (both verbally and in writing) and is client-oriented and comfortable engaging directly with the CEO, CFO, investors, and sell-side analysts.

The individual will combine data-driven analysis, strong communication skills, and direct engagement with senior management to support the Investor Relations team in managing the Firm's relationships with external stakeholders and shaping how the Firm's growth narrative is communicated to investors and sell-side analysts.

Primary Responsibilities:

• Prepare Evercore's quarterly earnings preparation materials, including gathering and analyzing data, designing presentations, drafting Q&A, and responding to any other ad-hoc requests for the CEO and CFO
• Track and analyze competitor earnings results, disclosures, and public commentary, including how peer management teams discuss strategy, guidance, and key operating metrics on earnings calls and at investor conferences
• Maintain and update market share, sell-side estimate consensus, peer benchmarking, and other key performance and valuation metrics on an ongoing basis
• Monitor sell-side analyst research, models, and notes; summarize key themes, estimate changes, and rating/price target actions for senior management
• Coordinate logistics and materials for investor meetings, conferences, non-deal roadshows, and other engagements, ensuring the CEO and CFO are fully prepared
• Build and maintain organized, clearly formatted Excel files and PowerPoint materials, for board- and executive-level presentations
• Partner with the SEC reporting/legal team on public disclosures to ensure consistency between IR materials and filed documents
• Serve as a point of contact for investors and sell-side analysts, responding to inquiries in a professional, timely, and client-oriented manner
• Help maintain the investor relations CRM/contact database, tracking investor interactions, ownership changes, and targeting for management outreach
• Conduct in-depth research and quantitative analysis to support strategic initiatives and executive decision-making

Specific Qualifications: We are looking for a highly motivated, organized, and detail-oriented individual who is intellectually curious, professional, and poised in engaging with senior management (including the CEO and CFO), client-oriented in dealing with investors and sell-side analysts, and comfortable taking ownership in a dynamic environment.

Core Requirements:

• Ideally 1+ years of relevant analytical experience (investor relations, investment banking, equity research, capital markets, consulting, or financial services firms)
• Strong academic performance (Business, Economics, Finance, or related fields preferred)
• Extremely strong judgment as dealing with material non-public information on a daily basis
• Highly proficient in Microsoft Excel and PowerPoint, with the ability to produce clear, organized, and polished analytical and presentation materials
• Exceptional written and verbal communication skills, with the ability to distill complex financial information into clear, concise messaging
• Highly organized and detail-oriented, with strong project management skills and the ability to manage multiple workstreams under tight deadlines (e.g., quarterly earnings deliverables)
• Professional presence with demonstrated ability to interact directly and confidently with the CEO, CFO, and other senior executives
• Client-service oriented, with the discretion and professionalism required to represent the Firm in interactions with investors and sell-side analysts
• Working knowledge of financial statements, capital markets, and public company reporting requirements; familiarity with consensus estimates and sell-side research a plus

Expected Base Salary Range: $90,000 - $120,000

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.