About The Position

Evercore ISI offers a high-quality, collegial and collaborative environment and an expanding research platform where exceptional contributors can look forward to rapid career advancement. The Global Retailing, Softlines & Luxury Brands team covers a range of retail companies including Nike, LVMH, Ralph Lauren, TJ Maxx, Gap, lululemon, VF Corp, Ulta, Ferrari and others. The team has ranked in the Extel (Institutional Investor) All America Research Poll since 2012. Evercore ISI seeks to hire a Research Associate for its Global Retailing, Softlines & Luxury Brands equity research team located in New York, NY. Primary Responsibilities: Ideal candidate will be proactive, high energy, and able to work effectively within a highly productive team. The candidate should possess excellent excel skills, knowledge of finance and accounting, expertise in working with AI tools, and superior writing skills. A strong work ethic with the ability to learn quickly is essential. Candidates with a strong background in finance & accounting are encouraged to apply.

Requirements

  • 2-5 years of Equity research or investment banking experience is ideal
  • Excellent communication skills (written and verbal)
  • Background in finance and accounting
  • Strong modeling / excel capabilities, and ability to integrate those skills into new AI tools
  • Superior writing skills
  • Passion for businesses, equities, financial markets
  • Initiative, drive and motivation to learn
  • Ability to work as part of a team to accomplish broader goals and objectives
  • Ability to incorporate constructive feedback
  • Capable of handling multiple responsibilities
  • Ability to meet deadlines
  • Willingness to work extended hours, including weekends when needed
  • Detail-oriented

Nice To Haves

  • Experience in consumer/TMT/internet a plus, but not necessary

Responsibilities

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

Benefits

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