Experienced Analyst - Financial Institutions Group

Evercore; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Family-building benefits

Paid parental leave

Commuter benefits

Holidays and vacation

Job summary

Evercore seeks an experienced Analyst for its Wealth & Asset Management team in New York, focusing on M&A and strategic advisory for financial institutions clients. You will work with senior bankers and handle live deal executions while building foundational valuation and financial modeling skills.

The role offers a collaborative, fast-paced environment with strong mentorship, training, and opportunities to contribute to high-profile transactions in a global context.

Qualifications

• Strong interest in investment banking with solid quantitative skills.
• Knowledge of accounting, valuation, corporate finance, and business strategy.

Responsibilities

• Assist on M&A transactions and strategic advisory for Wealth & Asset Management clients.
• Help train and manage junior analysts; work on financial and valuation analyses and due diligence.
• Support client presentations and contribute to new business development.

Skills

Investment banking

Analytical skills

Accounting knowledge

Corporate finance

Valuation

Client presentation

Tools

Excel

Job description

Group Description:

The Financial Institutions Group is responsible for covering a broad range of corporate clients and financial sponsors across Banks and Wealth & Asset Management. The team has a highly successful and long-standing track record of advising on many notable transactions across deal types including but not limited to company sales, acquisitions, mergers-of-equals, private placements, activism & raid defense assignments, and joint ventures.

What is the position?

Evercore seeks to hire an experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group to be based in New York, NY.

Primary Responsibilities:

Evercore's unique market position provides its junior bankers with the ability to work closely with senior bankers on differentiated and industry-transforming transactions in markets around the world. The small deal team structure provides junior bankers with an incomparable platform to learn investment banking while assuming very high levels of responsibility early in one’s career. As part of the team, the Analyst will have the opportunity to work primarily on a range of M&A transactions and other strategic advisory assignments for WAM Industry clients.

Specific Qualifications:

Candidates must have a strong and demonstrated interest in investment banking with solid quantitative and analytical skills, as well as the ability to think broadly about a range of strategic issues confronting the firm’s clients. Knowledge of accounting, valuation, corporate finance, and business strategy is a pre-requisite. Responsibilities for an Analyst include helping train and manage new junior analysts, working on financial and valuation analyses, complex financial and accounting issues, industry and competitive analysis, due diligence, client presentation materials, management and execution of live deal situations, and support of new business development.

• Be an analyst at another investment bank
• Preferably one or more years of relevant work experience
• Strong grasp of corporate finance, valuation, and financial accounting
• Superior analytical skills and demonstrated excellence in academic coursework
• Excellent interpersonal skills and ability to articulate ideas
• Outstanding communications skills, both written and oral
• Great work ethic
• Enthusiastic, outgoing, and achievement-oriented character

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.