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
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, 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. 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
Director of Major Gifts
Supports CEO in building relationships with high-value donors and prospects
Oversees stewardship activities, implements mid-level donor programs, and identifies new giving opportunities
Supervises staff, manages donor data, and supports the development of fundraising materials and events
About the Company
PFLAG National is the first and largest organization for lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people, their families, and allies. PFLAG National has more than 325,000 members and supporters and over 400 chapters in the United States. This vast grassroots network is cultivated, resourced, and serviced by the PFLAG National staff, Board of Directors, and Regional Directors Council.
About the Job
The Director of Major Gifts is a newly created position that will manage the major donor ($1,000+), mid-level donor ($250-999), and planned giving programs. This position will build the structure to grow the major gifts pipeline, manage a portfolio of prospects with high gift capacity, and ensure that major, mid-level, and planned giving donor experience results in renewed and increased donations. The Director of Major Gifts will report to the Vice President, Development & Philanthropic Partnerships, and supervise the Development Coordinator.
Responsibilities
The Director will have duties and responsibilities crossing many functions
Below is an outline of those duties:
Support the CEO and the Vice President, Development & Philanthropic Partnerships in cultivating the organization’s most significant individual donors and prospects
Drive the CEO and other Leadership members’ schedules for donor meetings
Solicit gifts of $1,000+ to reach individual giving goals
Create individual goals for each prospect in the portfolio based on the donor’s history of giving and an understanding of the prospect’s capacity and interests
Establish and manage mid-level ($250-999) donor program with the goal of upgrading mid-level donors to major donors
Identify and qualify new individual prospects through collaboration with the CEO and Board of Directors
Oversee stewardship of a high-quality donor experience through developing individual relationships, correspondence, mailings, acknowledgments, and other meaningful opportunities to engage with the organization
In collaboration with the Vice President, Development & Philanthropic Partnerships, support the direct-mail and digital fundraising programs to increase mid-level and major donors
Supervise the Development Coordinator, providing day-to-day management and driving their work plan toward growing revenue
Refine and enhance the major/mid-level/planned giving program in support of the strategic plan and organizational expansion
Plan major donor events in key cities including identifying hosts and host committee members, and working with the Communications department to write/deliver speeches and develop talking points for the CEO, Board Members, and other notable speakers (i.e., “the pitch”)
Maintains donor and prospect records in both electronic and paper form
Produces fundraising progress reports for the VP of Development & Philanthropic Partnerships, CEO, and Board of Directors as needed
Other tasks as assigned to support the department and grow revenue
Qualifications
Bachelor’s degree in a related field or equivalent experience or a combination of both
5+ years of professional history as a frontline fundraiser with a focus on individual donors and major gifts
Thorough understanding of nonprofit fundraising and experience as a member or leader of a nonprofit development team
Proven track record of stewarding and closing five-figure and up gifts
Knowledge of donor/CRM databases; Salesforce and/or Salsa Engage highly preferred
Knowledge of LGBTQ+ issues, DEI (Diversity, Equity, Inclusion) practices, and civil rights as a whole
Enthusiastic support of PFLAG’s strategic vision, mission, and goals
Excellent interpersonal, organizational, and writing skills
Effective communicator both in person and over the phone/teleconference
Must be able and willing to travel as needed