Experienced Analyst / Associate - Advisory Future State, Change Management

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) Retirement Plan

Paid holidays and vacation

Job summary

Evercore is seeking an Experienced Analyst / Associate to join the Advisory Future State team in New York to drive AI adoption and its long-term impact across Investment Banking.

You will work with bankers, senior leadership, Technology, and cross-functional teams to develop training, measure impact, and evolve advisory workflows in an AI-enabled environment.

Qualifications

• 1–3 years of experience in investment banking, management consulting, private equity, or another financial services environment is required.
• Demonstrated interest in AI, business transformation, and technology-enabled process improvement.
• Self-starter with a collaborative mindset, intellectual curiosity, and a willingness to learn new technologies.

Responsibilities

• Support the rollout and adoption of AI capabilities across Advisory through training, communications, and change management initiatives.
• Develop training materials, best practices, and enablement resources to help bankers effectively integrate AI into their day-to-day workflows.
• Partner with business leaders to identify adoption opportunities, gather user feedback, and continuously improve the AI user experience.
• Track adoption, usage, and business impact through dashboards, analytics, and management reporting, helping measure the value created by AI initiatives.
• Contribute to the design of Evercore's future operating model by identifying opportunities to reimagine workflows, collaboration models, and how advisory teams leverage AI to deliver greater value to clients.
• 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.

Skills

Investment banking

Change management

AI adoption

Education

Bachelor's/Master's in relevant field

Tools

Training tools

Job description

Experienced Analyst / Associate - Advisory Future State, Change Management

Region Americas

Location New York

Group Investment Banking

About the Role

Evercore is seeking an Experienced Analyst / Associate to join the Advisory Future State team in New York to help drive the adoption and long-term impact of AI across Investment Banking. This role is ideal for someone who enjoys leading change, improving how organizations work, and helping teams successfully adopt new technologies.

The successful candidate will work closely with bankers, senior leadership, Technology, and cross-functional teams to support AI adoption, develop training and enablement programs, measure business impact, and help evolve the way Advisory teams work in an AI-enabled environment. The role combines strategy, execution, analytics, and stakeholder management, offering the opportunity to help shape how AI transforms the firm's operating model.

Key Responsibilities

• Support the rollout and adoption of AI capabilities across Advisory through training, communications, and change management initiatives
• Develop training materials, best practices, and enablement resources to help bankers effectively integrate AI into their day-to-day workflows
• Partner with business leaders to identify adoption opportunities, gather user feedback, and continuously improve the AI user experience
• Track adoption, usage, and business impact through dashboards, analytics, and management reporting, helping measure the value created by AI initiatives
• Contribute to the design of Evercore's future operating model by identifying opportunities to reimagine workflows, collaboration models, and how advisory teams leverage AI to deliver greater value to clients
• 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
• Demonstrated interest in AI, business transformation, and technology-enabled process improvement
• 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 “protected status”), in accordance with applicable federal, state and local laws.