Evercore ISI - Executive Assistant

Evercore , NY
Onsite

About The Position

Evercore ISI, the Institutional Equities business within Evercore, is looking for an Executive Assistant to support 2-4 Senior Research Analysts and their teams who cover the Financials sectors. The ideal candidate is a highly motivated individual with a strong work ethic and should be comfortable working in a fast-paced, teamwork-oriented environment, while being highly effective working independently. This individual should bring a positive attitude to the job and be able to communicate with all members of the research and sales teams. This is a senior assistant role and is located in New York.

Requirements

  • Prior experience in an administrative role, preferably in finance or professional services
  • Ability to prioritize multiple tasks with attention to detail
  • Excellent critical thinking and problem-solving skills, with a proactive approach to anticipating needs
  • Strong written and verbal communication skills
  • Exceptional organizational skills
  • Highly proficient in Microsoft Suite, including Outlook, Excel, Powerpoint and Word

Nice To Haves

  • Industry exposure is a plus, but not required
  • Knowledge of CRM systems, Zoom, Concur and Workday is strongly recommended; aptitude to learn new software and systems
  • Interest in financial markets is very helpful

Responsibilities

  • Managing the busy calendars and travel schedules for the team
  • Booking air travel and lodging for the team (domestic and international)
  • Maintaining strong relationships with Sales and research partners
  • Interacting with clients, senior business people and company executives
  • Completing expense reports
  • Preparing and updating analysts’ marketing materials and non-deal roadshow schedules
  • Coordinating logistics for internal and external meetings
  • Inputting information and accessing data in the Client Relationship Management tool

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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service