Senior Equity Research Associate
Evercore
Senior Equity Research Associate
Evercore
Global independent investment banking advisory
Return to search results Senior Equity Research Associate — Global Airlines & Lodging Region Americas Location New York Group Evercore ISI Job description OverviewWe are seeking a Senior Equity Research Associate to join our top ranked team to support fundamental coverage of the airlines, lodging and travel/leisure sectors. This role blends traditional sell-side research responsibilities — financial modeling, earnings analysis, and thesis development — with an increased emphasis on leveraging Evercore ISI’s leading and innovative AI investments to improve our research process (the future of equity research is being defined here). The successful candidate will build and maintain industry-specific datasets and company-specific financial models to generate proprietary, differentiated insights.Core ResponsibilitiesFundamental Research & Modeling (Primary)Build and maintain detailed quarterly and annual financial models for covered companies, including forward estimates, segment detail, and scenario/sensitivity analysisProduce timely and concise written financial research, including earnings previews, flash notes, and thesis pieces with clear conclusionsTrack and analyze quarterly earnings, guidance changes, and management commentaryMonitor company filings, transcripts, investor presentations, and industry news/ dataData analysis skillsBuild dashboards/visualizations summarizing large datasets into concise outputs for senior analyst and institutional clientsBuild reusable analytical frameworks and apply statistical methods to produce actionable insights.Database design, Python, SQL skills and plusQualificationsRequiredBachelor's degree in Engineering, CS or Finance with a passion for equity researchAdvanced Excel modeling skills/ large dataset analysis (pivot tables, lookups, indices)Excellent written communication skills; ability to distill complex data into clear, concise research outputStrong understanding of accounting principles1–3 years of experience in equity research, investment banking, data analytics, or a related quantitative rolePreferredPrior equity or credit analysis experience or strong interest in airlines, lodging, or broader travel sectorsProficiency in Python and SQL for data manipulation, automation, and analysisExposure to statistical/quantitative methods (regression, hypothesis testing, time-series analysis)Experience with data visualization toolsDatabase design and development a plusWhat Success Looks LikeHigh-quality, on-time modeling and earnings analysis with minimal errorsAbility to independently scope, build, and maintain a dataset-driven analytical tool from raw data to publishable outputIncreasing autonomy in generating differentiated, data-backed thesis points for client-facing researchExpected Base Salary Range: $145,000 - $175,000In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts401(k) Retirement Plan Life and disability insurance, including additional voluntary financial protection insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health servicesFamily-building and family-support benefitsPaid parental, caregiver, marriage and bereavement leaveCommuter benefits, health club membership discounts, and other corporate discountsPaid holidays, vacation days, personal days, sick days, and volunteer opportunities About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.
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.
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