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Evercore

Global independent investment banking advisory

Equity Research Associate or Senior Associate - Global P&C Insurance and Business Services

Equity & Credit ResearchConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$110k - $175kIn-person

About the Job

Requirements

  • A degree is required.
  • Strong analytical and modeling capabilities.
  • Exceptional communication skills, including significant writing.
  • Demonstrated interest in equity markets.
  • A concrete understanding of corporate finance.
  • Experience working with AI tools.

Responsibilities

  • Develop and update company-specific and industry financial models.
  • Perform financial and valuation analysis of covered companies.
  • Author industry- and company-specific research reports.
  • Closely follow industry and economic trends and oversee data collection.
  • Leverage AI to improve the team’s efficiency and productivity.
  • Communicate investment ideas to institutional investors.
  • Perform other duties as necessary.

Desired Qualifications

  • Prior P&C insurance or financial institutions experience is preferred, but not required.
  • Background in equity research or investment banking is preferred, but not required.
  • Progress towards CFA designation is preferred.

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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