Associate, Equity Research
Conducts in-depth research on policy and geopolitical events that could significantly impact financial markets
Analyzes data on government programs and fiscal policies to determine their potential economic and market consequences
Contributes to the creation of high-quality research reports and client presentations, supporting the International Political Affairs and Public Policy team
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 ISI seeks to hire an Equity Research Senior Associate or Associate Level Professional for its Policy research team under Sarah Bianchi, located in Washington, D.C. Evercore ISI offers a high quality, collegial, and collaborative environment where exceptional contributors can look forward to rapid career advancement.
Responsibilities
Responsibilities include but are not limited to:
Assisting the International Political Affairs and Public Policy team
Conducting research on policy and geopolitical developments with the potential to impact financial markets
Analyzing data on fiscal policy and government programs to assess market and economic impacts
Assisting in the drafting of research reports and creation of presentation materials for clients
Qualifications
Prior experience in economic or policy research, including at a government agency, think tank, or academic institution
Strong Excel and PowerPoint proficiency
Familiarity with major sources of data on U.S. government fiscal policies, including the Congressional Budget Office, Joint Committee on Taxation, and Office of Management and Budget
Familiarity with/interest in one or more of the following areas: fiscal policy, trade policy, energy policy, health care policy, tech policy, immigration policy, financial regulation, international relations/geopolitics
Sr. Associate, Equity Research
Conducts in-depth research on policy and geopolitical events that could significantly impact financial markets
Analyzes data on government programs and fiscal policies to determine their potential economic and market consequences
Contributes to the creation of high-quality research reports and client presentations, supporting the International Political Affairs and Public Policy team
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 ISI seeks to hire an Equity Research Senior Associate or Associate Level Professional for its Policy research team under Sarah Bianchi, located in Washington, D.C. Evercore ISI offers a high quality, collegial, and collaborative environment where exceptional contributors can look forward to rapid career advancement.
Responsibilities
Responsibilities include but are not limited to:
Assisting the International Political Affairs and Public Policy team
Conducting research on policy and geopolitical developments with the potential to impact financial markets
Analyzing data on fiscal policy and government programs to assess market and economic impacts
Assisting in the drafting of research reports and creation of presentation materials for clients
Qualifications
Prior experience in economic or policy research, including at a government agency, think tank, or academic institution
Strong Excel and PowerPoint proficiency
Familiarity with major sources of data on U.S. government fiscal policies, including the Congressional Budget Office, Joint Committee on Taxation, and Office of Management and Budget
Familiarity with/interest in one or more of the following areas: fiscal policy, trade policy, energy policy, health care policy, tech policy, immigration policy, financial regulation, international relations/geopolitics
Exp. VP, People Analytics (HCG)
Develops an HR analytics strategy, guides People Analytics team, and collaborates with business leaders to design solutions
Drives data-driven decision making and delivery of data visualizations & reports, ensuring effective communication of insights
Builds a data-centric culture, evaluates new technologies, and promotes data literacy across the Org
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 seeks to hire a People Analytics Vice President located in New York, NY. This individual will lead strategic workforce analytics initiatives, transform people data into actionable insights, and support evidence-based decision-making, playing a key role in aligning data analytics with business objectives and driving a data-centric approach across the organization.
Responsibilities
Primary responsibilities will include, but are not limited to, the following:
Partnering with HCG leadership to develop and execute a comprehensive HR analytics strategy aligned with the firm’s goals
Providing thought leadership and strategic direction to the development of the firm’s People Analytics team
Collaborating with business leadership to identify data needs and design analytics solutions to address talent challenges
Managing the end-to-end design, development, and delivery of data visualizations and reports to communicate information and insights effectively, from requirements gathering to quality assurance
Establishing and enhancing foundation processes, tools, and systems to support the scalability and efficiency of People Analytics
Leading the evaluation and adoption of cutting-edge human capital technologies and analytics tools
Working across teams to ensure alignment between data analytics efforts and organizational priorities
In partnership with our IT organization, ensuring data infrastructure supports scalable and secure analytics capabilities
Championing data integrity, accuracy, and security throughout the analytics lifecycle
Promoting data literacy and education across HCG and the entire firm
Qualifications
8+ years of experience in HR analytics, workforce planning, or a related field
Strong understanding of HR metrics and key performance indicators
Proven ability to synthesize complex data into clear, actionable insights
Exceptional communication and interpersonal skills, with the ability to influence and collaborate across functions
Experience building reports directly in an HRIS system using calculated fields, worklets, dashboards, and composite reports
Experience with Workday and PowerBI is preferred
Familiarity with financial services industry trends and workforce challenges is preferred
Exp. VP, Corporate Events
Develops and implements event strategies aligned with business goals
Delivers exceptional client experiences by planning and hosting high-profile events that reflect the company's brand
Manages event logistics & operations and oversees event planning, vendor relationships, and budget management
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 seeks to hire an experienced Vice President/Director to join our Corporate Events Team. In this role, the person will work with a team of Corporate Events professionals to deliver exceptional experiences to our employees and clients. The ideal candidate will excel in managing complex event logistics, ensuring flawless execution and delivering a superior level of client service.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Develop and execute a comprehensive event strategy that aligns with organizational goals, including employee engagement initiatives and client-focused events
Collaborate with senior leadership and cross-functional teams to understand objectives and tailor events accordingly
Plan and host high-profile, client-facing events, ensuring an exceptional experience that reflects the company’s brand and values
Build and maintain relationships with key internal clients, understanding their needs to enhance event personalization and impact
Organize and execute internal events, including leadership retreats, training programs, employee recognition events, and team-building activities
Foster a strong company culture through engaging and innovative event experiences for employees
Negotiate contracts with vendors, venues and service providers to optimize value and ensure budget adherance
Ensure that local office social events and off-sites are compliant with firm-wide standards and policies
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree;
professional certifications in event planning (e.g., CMP, CSEP, etc.) are a plus
8–12 years of experience in event management, preferably within the financial services or professional services industry
Proven track record in planning and executing high-profile client events and internal corporate initiatives
Client-first mindset with a commitment to delivering superior service
Expertise in managing complex event logistics, including hybrid and virtual formats
Strong understanding of client relationship management and a high commitment to exceptional client service
Exceptional organizational and project management skills, with the ability to manage multiple events simultaneously
Outstanding communication and interpersonal skills, capable of engaging effectively with C-level executives, clients, and vendors
Proficiency in event management tools and platforms and familiarity with CRM systems
Ability to work under pressure and adapt to changing priorities in a fast-paced environment
Director, Corporate Events
Develops and implements event strategies aligned with business goals
Delivers exceptional client experiences by planning and hosting high-profile events that reflect the company's brand
Manages event logistics & operations and oversees event planning, vendor relationships, and budget management
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 seeks to hire an experienced Vice President/Director to join our Corporate Events Team. In this role, the person will work with a team of Corporate Events professionals to deliver exceptional experiences to our employees and clients. The ideal candidate will excel in managing complex event logistics, ensuring flawless execution and delivering a superior level of client service.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Develop and execute a comprehensive event strategy that aligns with organizational goals, including employee engagement initiatives and client-focused events
Collaborate with senior leadership and cross-functional teams to understand objectives and tailor events accordingly
Plan and host high-profile, client-facing events, ensuring an exceptional experience that reflects the company’s brand and values
Build and maintain relationships with key internal clients, understanding their needs to enhance event personalization and impact
Organize and execute internal events, including leadership retreats, training programs, employee recognition events, and team-building activities
Foster a strong company culture through engaging and innovative event experiences for employees
Negotiate contracts with vendors, venues and service providers to optimize value and ensure budget adherance
Ensure that local office social events and off-sites are compliant with firm-wide standards and policies
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree;
professional certifications in event planning (e.g., CMP, CSEP, etc.) are a plus
8–12 years of experience in event management, preferably within the financial services or professional services industry
Proven track record in planning and executing high-profile client events and internal corporate initiatives
Client-first mindset with a commitment to delivering superior service
Expertise in managing complex event logistics, including hybrid and virtual formats
Strong understanding of client relationship management and a high commitment to exceptional client service
Exceptional organizational and project management skills, with the ability to manage multiple events simultaneously
Outstanding communication and interpersonal skills, capable of engaging effectively with C-level executives, clients, and vendors
Proficiency in event management tools and platforms and familiarity with CRM systems
Ability to work under pressure and adapt to changing priorities in a fast-paced environment
Exp. Analyst, Internal Audit
Conducts control testing, gathers supporting documentation, and documents audit findings
Identifies and evaluates control weaknesses and monitors their remediation
Assists with SOX compliance, researches new guidelines, and supports various internal audit activities
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
The Internal Audit Department (‘IA’) provides the Audit Committee and Senior Management with independent, objective assurance and advises on leading practices designed to add value and enhance operations. The Analyst will report directly to the Associate Internal Auditor.
Responsibilities
The Analyst’s primary responsibilities will include, but are not limited to, the following:
Perform control testing over certain areas of the business in support of the Firm’s annual Sarbanes Oxley 404 attestation and certain operational and compliance related audits
Participate in the coordination and request of relevant supporting documentation from control owners and business unit leads
Summarize audit fieldwork and ensure IA’s workpapers are of high-quality standards and align with IA’s methodology
Identify, evaluate, document and monitor the remediation of control deficiencies
Keep abreast of new accounting and SOX compliance guidelines and interpretations
Assist in supporting non-audit related activities and projects, internal of and external to, the IA Department
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
B.A. in Accounting required;
minor in Information Technology or Data Analytics is a plus
CPA candidate is also a plus
Mature, proactive and willing to take initiative with high commitment to providing quality client service
Strong interpersonal skills with the ability to engage and work with professionals of all levels
Able to work well in a team-oriented environment and independently
Strong time management skills and quick ability to learn
Exp. Analyst, Human Cap. Group
Manages new hire onboarding, maintains employee records, and provides general administrative support
Maintains HR data & systems, including updating Workday with employee data, managing employee files, and assisting with HRIS projects
Assists employees with inquiries, supports HR projects & initiatives, and participates in ad-hoc tasks
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 Analyst to join the Human Capital Group. This individual will support the team’s everyday administrative functions. The global Human Capital Group is around 65 employees and supports approximately 2,400 employees globally.
Responsibilities
The Analyst’s primary responsibilities will include, but are not limited to, the following:
Supporting the HCG team’s everyday functions
Responsible for on-boarding process for external candidates:
Preparing and sending out new hire documentation
Following-up with employees to obtain outstanding documentation
Planning/scheduling new hire orientation
I-9 verification
Maintaining spreadsheets to track new hires, transfers and terminations
Providing personal support to employees and Managers across multiple lines of business and global US-managed office locations (Asia, Canada, and Israel)
Entering employee data and changes into Workday (HRIS)
Managing current employee files and creating new employee files
Working closely on firm-wide projects and initiatives that span the Generalist space:
Organize and execute wellness and philanthropy initiatives
Assist with management of projects to ensure they are completed within specific timeframes
Liaise with internal team members, various external teams and departments to tackle critical projects
Assists with audits and documents HR policies and procedures, implementing improvements where needed
Responsible for creating agendas and various documents for meetings
Participating in various ad-hoc projects and performing other duties as assigned
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
1+ years of experience
Bachelor’s degree
Excellent analytical, time-management and organizational skills
Ability to work in a fast-paced environment with strong focus on client-service and proactively resolving issues
Superior communication and interpersonal skills;
both written and oral
Detail-oriented and highly motivated
Strong organizational & administrative skills
Proficiency in Microsoft Excel and Word
Sensitivity to confidential matters
Familiarity with HRIS/Workday preferred
Exp. Analyst, Core Compliance
Assists with onboarding, registrations, exam scheduling, and monitoring regulatory requirements for registered representatives
Supports key areas such as AML, sanctions, and employee training within the Compliance team
Thrives in a demanding role with a focus on client service, problem-solving, and proactive issue resolution
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 experienced Analyst to join the Regulatory Core Compliance group located in New York, NY. This individual will report to the team’s Vice President and will work on a team of 4-6 others. The ideal candidate is a highly motivated individual with a strong work ethic.
This role requires the ability to work in a fast-paced environment with a focus on client-service, problem solving and proactively resolving issues. The US Compliance team supports a premier independent investment banking advisory firm of approximately 2,400 employees globally.
Responsibilities
This individual will assist the Core Compliance team with onboarding, registrations, exam scheduling and maintaining and monitoring regulatory requirements for registered representatives
The Core Compliance team is responsible for, but not limited to, the following areas:
Anti-Money Laundering, Sanctions, Anti-Bribery & Corruption, Gifts & Entertainment, Political Contributions, Registrations & Continuing Education, Personal Account Disclosures, Employee Training & Certifications, Outside Business Activities, Private Investments, Electronic Communications Surveillance, Testing & Supervision, Policies & Procedures and Regulatory Inquiries
Qualifications
B.A. required
Minimum of 3 years’ experience in Compliance, Risk Management, or a related field
Knowledge of regulatory requirements and industry best practices within Compliance
Excellent attention to detail with the ability to identify discrepancies, trends and compliance risks
Effective project management skills, including the ability to handle multiple projects simultaneously in a fast-paced environment
Problem-solving skills with the capacity to develop actionable solutions
Strong organizational skills with the ability to meet tight deadlines and adapt to changing priorities
Ability to work independently and as part of a cross-functional team
Excellent written and verbal communication skills with employee at any/all levels
High ethical standards, a strong sense of judgment and a commitment to maintaining confidentiality and integrity in all compliance matters
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.);
experience with compliance management-related software is a plus
Exp. Analyst, Corp Events
Assist with day-to-day event processes, streamlines workflows, and improves team efficiency
Handles tasks such as expense reports, vendor payments, and inventory management
Participates in process improvement initiatives and supports various ad-hoc projects
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 seeking an Event Operations Analyst for its Corporate Events team. The ideal candidate will enjoy working with a highly communicative team who balance independent initiatives with teamwork. This role requires the ability to work in a very fast-paced environment with a focus on problem solving and proactively resolving issues.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Support team operations associate in managing day-to-day event processes, helping to streamline workflows and improve team efficiency
Assist in the creation, documentation, and improvement of internal event planning processes, ensuring alignment with team goals and best practices
Perform daily tasks including shared mailbox monitoring, expense reports, vendor payments, event tracking, and printing and shipping event collateral
Maintain inventory of event supplies and branded items
Participate in various ad-hoc projects and perform other duties as assigned
In office Monday-Thursday, remote Fridays
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Proficiency in Microsoft Outlook and Excel
Capable of learning Cvent event technology (training provided)
Excellent organizational skills and impeccable attention to detail
Good time-management, a sense of urgency, flexibility and ability to manage several projects simultaneously
Superior communication and interpersonal skills, both written and oral
Ability to develop strong working rapport with employees at all levels of the firm;
sensitivity to confidential matters
Sound judgment in knowing when to ask for help to prioritize tasks and when to escalate an issue
Team player with positive attitude and willingness to assist with any task
Minimum of 1 year of experience in a professional setting/corporate office environment is preferred
VP, Corporate Access (ISI)
Manages events for assigned sectors, collaborates with research analysts, and monitors event schedules
Establishes strong relationships with corporate IR officers and interacts with Sales to ensure client communication
Assists with conference management, manages reverse inquiries, and stays abreast of industry developments
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
Exp. Associate, Corp Access (ISI)
Manages events for assigned sectors, collaborates with research analysts, and monitors event schedules
Establishes strong relationships with corporate IR officers and interacts with Sales to ensure client communication
Assists with conference management, manages reverse inquiries, and stays abreast of industry developments
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
Exp. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
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 Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
Sr. Associate, Corp Controller
Prepares budgets and forecasts, conducts financial analysis, and supports strategic decision-making
Executes the monthly & quarterly close process, coordinates invoice processing, and ensures accurate financial reporting
Interacts with key departments, including IT, Real Estate, and Human Capital, to support business objectives
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 Senior Associate Corporate Controller to join the Finance team. This individual will report to the Director of Corporate Group Accounting. This position is an integral player in supporting the Firm’s support and infrastructure functions (the “Corporate Group”) with financial analysis, planning/forecasting, and financial reporting needs. As well as executing the monthly and quarterly close process for the Corporate Group. This will include preparing and maintaining supporting schedules contributing to quarterly and annual public reporting. This role interacts heavily with key members of IT, Real Estate, Strategy and Operations, Data & Analytics, Legal & Compliance, Human Capital Group, and Finance.
Responsibilities
Support the Global Corporate Group leaders to prepare and maintain non-compensation monthly, quarterly, and FY budgets and forecasts
Provide financial analysis to support strategic decision-making, including budgeting, forecasting, and performance evaluation
Manage internal development and RESO construction projects and provide proper accounting for all related project expenses;
This includes maintaining project timing, proper recognition of newly acquired assets and reviewing new and existing contracts
Support annual IT Development investment (cash) budget for the Firm
Work closely with technology leaders to build, support, and consolidate investment plan across the businesses and corporate groups
Building and managing the financial models to support reporting needs
Collaborate with our corporate groups, including Legal and Compliance, Human Capital Group, IT and others, to support business objectives
Reconcile third party vendor usage in order to verify accuracy of invoicing process
Coordinate invoice processing and PO processing with the accounts payable department
Ensure month-end, quarter-end, and year-end close processes are completed on-time and accurately
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Accounting, Finance, or a related field
4–7 years of progressive experience in accounting, finance, or a related role within the financial services industry
Experience with financial systems and ERP platforms
Exceptional analytical and problem-solving skills with a high level of attention to detail
Proficiency in Microsoft Office Suite, particularly Excel (advanced functions, financial modeling, etc.)
Excellent communication and interpersonal skills for collaboration with senior leadership and external stakeholders
Strong organizational and time-management skills with the ability to prioritize and manage multiple projects
Integrity and ethical decision-making
Strategic thinking and adaptability in a dynamic financial environment
Commitment to continuous improvement and innovation
Knowledge of lease accounting (ASC 842) is a plus
Exp. Sr. Associate, Finance Syst.
Designs, builds, and maintains complex Anaplan models for financial planning, budgeting, and forecasting
Partners with Finance and IT to gather requirements, integrate data, and ensure model accuracy
Develops dashboards and reports, provides user training, and improves reporting processes through Anaplan
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 seeking an experienced finance systems professional with both functional and technical experience with Anaplan. In this role, the candidate will be responsible for designing, building, and maintaining complex financial reporting and planning models within the Anaplan platform. The candidate will collaborate closely with stakeholders across the Finance and IT organizations to drive data-driven decision-making and support strategic financial planning processes. This is a key role in delivering business insights and optimizing financial reporting in a fast-paced, dynamic environment.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Anaplan Model Building & Maintenance:
Design, build, and maintain scalable, high-performance Anaplan models to support financial planning, budgeting, forecasting, stock compensation, earnings per share and other business processes
Cross-Functional Collaboration:
Partner with key stakeholders (Finance/Accounting, FP&A) to gather requirements and translate them into efficient model designs
Collaborate closely with IT for data integration needs
Data Management:
Ensure that models are accurate, efficient, and adhere to best practices in data governance
Manage data sources and troubleshoot data discrepancies between Anaplan and Evercore’s ERP Workday
Continuous Improvement:
Proactively identify opportunities to improve reporting and planning processes through enhanced model functionalities and automation within Anaplan
User Training & Support:
Train end-users and provide ongoing support while upskilling other Finance IT team members to enable proper usage of systems and models to ensure that stakeholders are getting maximum value from the Anaplan platform
Reporting & Analytics:
Develop dashboards and reports that allow senior leadership to easily access critical financial and operational insights
Documentation:
Maintain comprehensive documentation of model designs, processes, and data flows to ensure business continuity and support future model enhancements
Qualifications
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Bachelor’s degree in Finance, Accounting, Business Administration, Information Technology, or a related field
Certified Anaplan Level 2 Model Builder preferred
3-5 years of significant work experience driving Anaplan development and functionality in a complex business environment
Previous business consulting/implementation experience with Anaplan is highly desirable
Experience in investment banking, private equity, or financial services is a plus
Proven success in building and maintaining Anaplan models for complex financial processes (i.e. P&L, balance sheet, cash flow forecasting, stock compensation/EPS)
Strong proficiency in Anaplan Model Building and coding languages (Python, C#)
Strong understanding of finance and accounting principles, including corporate finance, forecasting, budgeting, and financial analysis
Experience with ERP systems and data integration into Anaplan
Working knowledge of Workday is considered a plus
Advanced Excel skills and familiarity with other financial planning and reporting tools
Working knowledge of Workday’s Adaptive Planning is considered a plus
Excellent problem-solving and analytical skills combined with the ability to work in a fast-paced environment
Strong communication skills with an ability to translate technical concepts into business terms
Ability to work independently as well as in a team environment with demonstrable interpersonal skills to ensure proper knowledge transfer to other Finance IT team members
Highly collaborative, with the ability to lead cross-functional projects and deliver results
Exp. Sr. Associate, FP&A
Collaborates with business units, prepares forecasts, and coordinates the annual budget and headcount plan
Assists in preparing Management Committee deliverables, Board presentations, and financial results analysis
Interacts with senior management, business units, and other finance departments
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 seeking a Senior Associate level FP&A employee to join the Finance Group. This individual will report to the FP&A Director and will support the administration, planning, analysis, implementation, and design of our firm-wide FP&A work profile. This highly analytical role requires the ability to work in a fast-paced environment with a strong focus on creative application of technical skills, problem solving, collaboration and attention to detail. The FP&A team is a team of four in a Finance organization of about 80 members and supports leaders across many businesses and corporate groups, with a focus on the CFO, the firm’s management committee and senior management.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Continuously work with business unit and corporate controllers in the budgeting/forecasting process, including hosting detailed reviews of non-compensation expenses
Prepare annual forecast for FP&A/IR/Treasury team and update quarterly
Prepare and coordinate annual Budget and Headcount plan with the Business Units and Corporate Groups and present to the CFO
Interface with senior management in the business, as well as various corporate departments, including tax, legal and compliance, human capital group, and other finance areas
Assist in the preparation of Management Committee deliverables, including bi-weekly P&L forecast updates, monthly financial results and strategic initiatives
Preparation of various quarterly Board presentations including presentation materials for the CEO during Earnings
Review the consolidated financial results of the firm and business units
Numerous ad hoc FP&A presentations
Ensure all financial reporting deadlines are met
Resolve accounting discrepancies and irregularities
Qualifications
Bachelor's degree in Accounting, Finance, or other relatable field of study
4 – 6 years combined experience in public accounting and/or financial service firms in a planning, budgeting, analysis capacity
Experience using Workday, Adaptive/Office Connect Anaplan preferred, Workiva is a plus
CPA or Masters in Accounting is a plus
Quantitative
Excellent planning and analytical skills
Ability to recognize and articulate trends
Detail-oriented and highly motivated
Notably proficient in Excel, model building
Aptitude for understanding data and learning new technology
Qualitative
Superior communication and interpersonal skills, both written and oral
Self-motivator, independent worker, and effective presenter
Ability to recognize and articulate trends
Desire and ability to work in a smaller team-oriented environment
Investigative analysis and resolution propensity
Intangibles
Attention to detail and accuracy
Ability to multi-task and prioritize workload
Display ease with time-management and organizational principals
Information and task monitoring through complex processes
Exp. Sr. Associate, Benefits (HCG)
Manages day-to-day operations of benefit programs, including medical, dental, vision, and 401(k)
Ensures compliance with regulations, supports employee engagement, and conducts audits and reporting
Evaluates and improves programs, manages vendor relationships, and participates in plan renewals
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 a Senior Associate to join our Benefits team within the Human Capital Group. Reporting to the Head of Benefits, this individual will play a key role administering various employee benefits plans including: medical, dental, vision, spending accounts, disability and life insurance, 401(k), wellness, and other work/life benefits. The role includes responsibility for day-to-day administration and compliance while supporting employee engagement.
Responsibilities
The primary responsibilities will include, but are not limited to, the following:
Support the overall administration and execution of the firm’s US-managed benefits and wellness programs, including international benefit programs
Act as a liaison between employees and leadership to answer questions or concerns regarding benefit coverage
Priority focus on US healthcare strategy including supporting plan design, data analysis, and vendor integration to effectively manage costs and access to care
Manage benefits vendor onboarding and ongoing relationships to ensure contract, governance and customer service expectations are met
Focus on building a robust well-being program that promotes physical, mental, and financial wellness
Evaluate and improve internal processes and policies to reduce costs and increase efficiency on a global scale
Ensure compliance of ACA, COBRA, HIPAA, ERISA, and IRS regulations and reporting/communication requirements
Assist in developing ongoing employee training, communications, events, and wellness initiatives to increase employee engagement and understanding of benefit programs
Participate in several large, annual projects including open enrollment, on-site wellness events and annual compliance filings
Participate in the annual renewal of US and International benefit plans:
Liaise with brokers and vendors to prepare census data and evaluate vendor performance, processes, quotes and costs
Implement and communicate benefit changes including drafting Open Enrollment materials and providing thoughtful data and analytics to inform decision-making
Maintain benefit plans, eligibility, and deductions in HRIS
Conduct regular audits and reporting on all plans to identify trends and ensure data integrity
Ensure benefit documents are compliant and up to date for each country
Qualifications
7+ years of benefits administration experience
Knowledge of self-funded and insured employee benefits and applicable laws; able to stay up to date with regulatory changes
Ability to handle sensitive and confidential employee data with discretion
Excellent analytical, time-management skills with the ability to multi-task and prioritize workload in a fast-paced environment
High proficiency in Microsoft Excel, PowerPoint and Word
Superior communication and interpersonal skills
both written and oral with the ability to comfortably interface at all levels, both internally and externally
Detail-oriented and highly motivated
Strong organizational, administrative, and project management skills
Bachelor’s degree
Exp. Sr. Associate, Cyber Anal.
Conducts in-depth investigations of security incidents, analyzing data to detect patterns and vulnerabilities
Provides actionable insights and collaborates with Legal and HR to support critical decision-making
Contributes to DLP efforts, policy design, and the security of emerging technologies
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’s Cybersecurity team is seeking a driven individual to join its newly established Analytics and Investigations team. This role is focused on conducting in-depth investigations of potential security threats, data anomalies, and technology use behaviors that may create risk to the firm. The Senior Associate will be instrumental in identifying and investigating incidents, providing detailed analysis and insights. Their work will support critical decision-making by both security leadership and cross-functional teams such as Legal and Human Resources. A significant portion of the role involves operating and enhancing User and Entity Behavior Analytics (UEBA) tools to detect suspicious activities and provide actionable intelligence. In addition to investigation work, the successful candidate will also have the opportunity to contribute to Data Loss Prevention (DLP) efforts, Policy Design, and innovative cybersecurity initiatives securing emerging technologies, such as AI/LLM platforms. The ideal candidate will demonstrate a high degree of confidentiality, diplomacy, and precision in managing sensitive information during investigations.This role is primarily remote, with occasional on-site days in Manhattan (a few days per quarter).
Responsibilities
Conduct thorough investigations into security incidents and anomalies by analyzing large datasets, including user activity logs, metadata, and network traffic, to detect patterns, threats, and vulnerabilities
Utilize statistical and behavioral analysis to identify and escalate potential security risks, using data-driven insights to support investigative conclusions
Build and maintain monitoring reports, tools, and dashboards to support real-time and retrospective investigations
Collaborate closely with Legal and Human Resources teams to provide clear, detailed, and actionable investigation findings, ensuring data is presented accurately and effectively for decision-making
Support ongoing strategic cybersecurity projects, such as Data Loss Prevention (DLP), to enhance security monitoring and investigation capabilities
Play a key role in advancing the security of new and emerging technologies, such as AI/LLM platforms
Adhere to strict confidentiality protocols and exercise discretion when handling sensitive and classified information
Qualifications
5 to 7 years of experience in IT and/or Cybersecurity
A career progression that demonstrates the ability to investigate Cybersecurity matters in the context of people, system data, and business context
Strong skills in conducting cybersecurity investigations and working with Legal and HR teams
Proficient in data analysis languages like Python, SQL, or KQL
Experienced in using Excel, Power BI, and SIEM tools (e.g., Splunk, Sentinel) for reporting and analysis
Bachelor’s degree in a related field preferred
Industry certifications (entry to mid-level) are a plus
Strong analytical skills and attention to detail
Ability to clearly communicate complex findings to both technical and non-technical teams
Capable of handling sensitive information with discretion
Effective collaborator, able to work across teams
Exp. Associate, Corp Comms.
Monitors budgets for Corp events and external affairs initiatives, calculates ROI, and tracks key performance indicators
Analyzes client engagement, event outcomes, CPC metrics, and develops dashboards to present findings
Partners with teams to align analytics with objectives, streamlines processes, and identifies areas for improvement
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 seeking a Corporate Communications & External Affairs Associate with a strong aptitude for data analysis and a passion for delivering actionable insights. This role bridges across Corporate Events and External Affairs, and will focus on tracking budgets, client engagement metrics, and event ROI. This individual will report to the group’s Vice President.
Responsibilities
The Associate’s primary responsibilities will include, but are not limited to, the following:
Track and analyze budgets and expenditures related to corporate events and external affairs initiatives
Partner with the Corporate Events and External Affairs teams to align analytics initiatives with strategic objectives
Calculate and report on cost-per-client metrics, event ROI, and other key performance indicators (KPIs)
Collaborate with the event hosts to consolidate post-event data, including attendance, client engagement, and potential business outcomes
Develop dashboards and reports to present findings and insights to senior leadership and stakeholders
Provide regular updates on budget utilization and flag areas of improvement
Identify opportunities to streamline tracking and reporting processes using data tools and systems
Qualifications
Specific qualifications:
The ideal candidate will have a strong team-based attitude and work ethic
They will be ambitious and resourceful, as well as intellectually curious and eager to learn
Additional qualifications include:
B.A. required
3–6 years of experience in a hybrid role combining event management, external affairs, and data analytics, preferably in the financial services or professional services industry
Proficiency in data analytics tools such as Excel (advanced functions), Tableau, Power BI, or similar platforms
Familiarity with CRM systems (e.g., Salesforce) and financial tracking tools
Strong analytical and problem-solving abilities, with a high attention to detail