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Evercore

Global independent investment banking advisory

Senior Associate - Research Technology, Data & Analytics

Business AnalysisConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$160k - $180kIn-person

About the Job

Requirements

  • At least 3 years of experience in financial services, analytics, technology strategy, or a related field.
  • Strong problem-solving skills and intellectual curiosity about markets and investing, with the ability to break down ambiguous workflow challenges and propose practical, impactful solutions.
  • Familiarity, practical experience, and core proficiency using large language models and related infrastructure for sophisticated prompting, coding, sprint application development, applied analytics, machine-learning model methods, and delivering enterprise-level solutions.
  • Ability to understand user needs and clearly articulate recommendations to technical and non-technical audiences.
  • Ability to manage multiple projects simultaneously in a fast-moving, exploratory environment.
  • Demonstrated interest in how generative AI and workflow automation are reshaping financial services.

Responsibilities

  • Partner with Research sector teams to understand workflow challenges and identify opportunities for generative AI, automation, and data-driven tools to improve efficiency and output quality.
  • Translate business needs into clear solution requirements and collaborate with IT to evaluate, prioritize, and deliver feasible tools and enhancements.
  • Prototype and test lightweight AI-enabled solutions, such as summarization, drafting support, and data extraction, to demonstrate value and gather user feedback.
  • Support integration and adoption of AI and workflow-enhancement tools into day-to-day research processes, ensuring usability, compliance, and alignment with firm standards.
  • Coordinate with cross-functional partners to manage rollout, training, documentation, and change-management activities for new tools and capabilities.
  • Stay current on emerging generative AI technologies and industry best practices, providing guidance on opportunities to enhance Research workflows.

Desired Qualifications

  • Familiarity with investment research methods and processes is preferred but not required.

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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