Experienced Analyst / Associate - Advisory Future State, AI Workflow Builder

Evercore; New York (NY); On-site; USD 135,000 - 185,000; Full time

Benefits offered by this job

Medical, prescription, dental, and視on

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Family-building benefits

Paid parental and bereavement leave

Commuter benefits

Paid holidays and vacation

Job summary

Evercore in New York is seeking an Experienced Analyst / Associate to join the Advisory Future State team to shape and scale the firm's AI capabilities across Investment Banking. The role sits at the intersection of AI strategy, product management, and workflow transformation to drive banker productivity and differentiated client insights.

You will work closely with senior bankers and cross-functional partners to identify opportunities, evaluate technologies, develop AI-enabled workflows, and

Qualifications

• 1–3 years of experience in investment banking, management consulting, private equity, or financial services.
• Interest in building AI-enabled workflows, prompts, agents, or automations using modern AI platforms.
• Self-starter with collaborative mindset, intellectual curiosity, and willingness to learn new technologies.

Responsibilities

• Identify opportunities to improve banker productivity and client insights with AI-enabled solutions.
• Evaluate emerging AI technologies and support pilot programs across Advisory.
• Translate business needs into scalable AI workflows and assets.
• Collaborate with cross-functional teams to deliver secure, compliant AI solutions.
• Prepare presentations and strategic recommendations for senior leadership.

Skills

AI workflow design

Prompts & agents

Automation

Analytical thinking

Communication skills

Team collaboration

Job description

Evercore is seeking an Experienced Analyst / Associate to join the Advisory Future State team in New York to help shape and scale the firm's AI capabilities across Investment Banking. This role sits at the intersection of AI strategy, product management, and workflow transformation helping drive initiatives that enhance banker productivity and create differentiated client insights.

The successful candidate will work closely with senior bankers, Technology, Data, Legal, and Compliance teams to identify high-impact AI opportunities, evaluate emerging technologies, develop AI-enabled workflows, and support the delivery of internally developed AI solutions. This is a highly visible role offering broad exposure to strategic decision-making, innovation, and the future evolution of advisory work.

Key Responsibilities

• Support the execution of Evercore's AI strategy by identifying opportunities to improve banker productivity and enhance client insights through AI-enabled solutions
• Research and evaluate emerging AI technologies, assist with pilot programs, and support the implementation and ongoing enhancement of AI tools across Advisory
• Support the intake, assessment, and execution of AI use cases by gathering business requirements, coordinating with stakeholders, and helping translate needs into scalable solutions
• Build and maintain AI-enabled assets, including agents, prompts, skills, automated workflows, and knowledge resources, to improve productivity and accelerate adoption across Advisory
• Partner with bankers, Technology, and cross-functional teams to develop and deploy AI-enabled workflows, internally developed applications, and workflow automation solutions
• Gather and analyze user feedback, adoption metrics, and industry trends to identify opportunities to improve AI tools, workflows, and the overall user experience
• Collaborate with Technology, Data, Legal, Compliance, HR, and other cross-functional teams to deliver scalable, secure, and compliant AI solutions
• Prepare presentations, business cases, and strategic recommendations for senior leadership to support decision-making

Qualifications

We are looking for a highly motivated, detail-oriented individual who is intellectually curious and eager to take ownership in a dynamic environment.

Core Requirements:

• 1–3 years of experience in investment banking, management consulting, private equity, or another financial services environment is required
• Passion for building AI-enabled workflows, prompts, skills, agents, or automations using modern AI platforms, with a willingness to learn and experiment with new technologies
• Self-starter with a collaborative mindset, intellectual curiosity, and a willingness to learn new technologies

Key Attributes:

• Comfortable working with bankers at all levels of seniority
• Excellent written and verbal communication skills
• Strong analytical and problem-solving skills.
• Exceptional attention to detail and organizational ability
• Ability to manage multiple priorities effectively under pressure
• Collaborative, team-oriented mindset

Location

This position is based in New York. In-office attendance is expected in line with Evercore’s standard in-office policies.

Expected Base Salary Range:

$135,000 - $185,000

In 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 accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid 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.