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Evercore

Global independent investment banking advisory

Experienced Associate - Derivatives Sales & Trading

Sales & TradingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • One to four years of experience in sales, trading, or client relationship development is required; experience in equity derivatives or options markets is preferred.
  • Demonstrated interest in capital markets and investing is required.
  • Strong quantitative skills and attention to detail are required.

Responsibilities

  • Serve as a primary point of contact to institutional investors, including hedge funds, mutual funds, and pension plans, focused on equity derivatives.
  • Provide client coverage, including trade execution, coordination with research and sales, and delivery of market analysis focused on volatility.
  • Oversee post-trade processes, including accurate booking, allocation, trade recaps, and resolution of trade breaks or inquiries.
  • Collaborate with the research team to educate clients on updates and help them navigate market dynamics.
  • Manage the full trade lifecycle, including order handling, clearing, and booking.
  • Author investment ideas and research summaries to support client idea generation.
  • Identify and onboard new institutional accounts to drive business growth.

Desired Qualifications

  • Experience in equity derivatives or options markets.
  • Series 7 and Series 63 licenses.

About the Company

Evercore

Global independent investment banking advisory

Evercore is a global independent investment banking advisory firm that helps clients with strategic and financial decisions. Its services include advice on mergers and acquisitions, divestitures, and restructuring, as well as capital raising for public and private markets. The firm also provides equity research, equity sales, and agency trading execution, and offers wealth and investment management. With offices in major financial centers across North America, Europe, South America, the Middle East, and Asia, Evercore often works on high-profile deals. The company differentiates itself through its independence, broad range of advisory and capital markets services, and global reach, aiming to help clients achieve their strategic and financial objectives.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
1995

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