VP, Corporate Access (ISI)
About the Company
Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. It is dedicated to helping 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, restructuring, 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.
About the Job
Evercore is looking to hire an Associate or Vice President level employee to join the Corporate Access team in our Equities business. The ideal candidate has either previously worked in a Corporate Access role/capacity at another sell-side firm, and/or has experience in the financial services sector. Additionally, an applicant should be driven to grow Evercore ISI’s Corporate Access product via a consultative approach to multiple types of client-facing activities. Daily responsibilities will be assigned according to the ideal candidate’s background/experience. Position is based in New York.
Responsibilities
This role’s primary responsibilities will include, but are not limited to, the following:
Develop and manage various Corporate Access events for assigned sectors
Collaborate closely with sector research analyst(s) to create a corporate access business pipeline for analyst and sector
Monitor NDR and various event schedules to ensure they are assembled appropriately and all information has been disseminated to all relevant parties
Run client consumption reports out of the CRM and interact with Evercore ISI’s Client Strategy team on productivity metrics
Establish and maintain strong relationships with Corporate Investor Relations officers
Interact with sales to ensure that important firm clients are receiving communications about both the overall calendar and specific events
Assist in managing conferences across multiple sectors
Provide back up to team members on various events, tasks and inbound requests
Manage reverse inquiries from corporate and investor clients
Stray abreast of new developments affecting internal and external systems (corporate access/conference vendors, corporate access aggregation platforms, etc.)
Work with sector research analyst(s), the client strategy team and Marketing Senior Coordinator Analyst to set/execute analyst marketing schedules from a short-term and longer-term perspective
Qualifications
Team player attitude and willingness to assist on all events as needed
Strong public speaking capabilities
Strong analytical and problem solving abilities
Excellent organizational skills;
must be able to prioritize tasks and manage multiple events and responsibilities at any given time
Excellent communication skills;
timely responses to all emails is required
Ability to maneuver effectively while working with various constituents internally and externally (sales/trading/research/banking/corporate managements)
Ability to see the “bigger picture” of where each corporate access event builds upon the rest of the product effort
Robust experience working with Microsoft Office (Outlook, Excel, PowerPoint, etc.)
Working knowledge of Ipreo (BDAdvanced/iPlanner) and MeetMax is a plus
Experience working at a sell side public investment bank is a plus
