Equity Research Associate — Retail & Luxury Brands

Evercore; New York (NY); On-site; USD 110,000 - 175,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Paid holidays and vacation

Commuter benefits

Job summary

Evercore ISI in New York, NY seeks a Research Associate for its Global Retailing, Softlines & Luxury Brands equity research team. The role involves building financial models, performing valuations, and delivering proprietary research.

You will work in a collaborative, high-energy environment with a focus on automation and AI tools. Candidates should have 2-5 years in equity research or investment banking, strong Excel and finance background, and excellent written and verbal communication.

Qualifications

• 2–5 years of Equity research or investment banking experience is ideal.
• Excellent communication skills (written and verbal).
• Background in finance and accounting.
• Strong modeling / Excel capabilities, and ability to integrate those skills into new AI tools.
• Passion for businesses, equities, financial markets.
• Initiative, drive and motivation to learn.
• Ability to work as part of a team to accomplish broader goals and objectives.

Responsibilities

• Develop and update financial models efficiently.
• Perform financial and valuation analysis of covered companies.
• Execute proprietary research projects that generate impactful stock calls.
• Assist with client requests & inquiries.
• Maintain databases and create tables and charts.
• Leverage AI to improve efficiency & productivity of the team/product.
• Participate in company management calls and conferences.
• Track relevant news articles relaying important messages to the team.
• Closely follow industry and economic data.

Skills

Excel proficiency

Finance & accounting

AI tools usage

Strong writing

Team collaboration

Tools

Excel

Job description

Evercore ISI in New York, NY seeks a Research Associate for its Global Retailing, Softlines & Luxury Brands equity research team. The role involves building financial models, performing valuations, and delivering proprietary research.

You will work in a collaborative, high-energy environment with a focus on automation and AI tools. Candidates should have 2-5 years in equity research or investment banking, strong Excel and finance background, and excellent written and verbal communication.