Junior Analyst - Strategic Shareholder Advisory, Shareholder Analytics

Evercore; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Family-building and family-support

Parental leave

Commuter benefits

Paid holidays, vacation days

Volunteer opportunities

Job summary

Evercore seeks to hire a junior Analyst for its Strategic Shareholder Analytics team in New York, NY. The Analyst will develop analytics on investor behavior and help create content for client pitches related to activism and strategic M&A.

The ideal candidate has a finance/Accounting/quant background, 0–1 year of experience, strong communication skills, and a high energy level; Excel proficiency is essential. This is a full-time on-site role in NYC.

Qualifications

• Bachelor's degree from a top university in finance, accounting or statistics/quant (preferred).
• 0-1 year of relevant experience (investment banking preferred but not required).
• strong team-based attitude
• relentless work ethic and high energy level
• excellent communication skills (written and verbal)
• some experience in data analysis or quantitative background
• proficiency in Microsoft Office, specifically Excel
• exceptional attention to detail
• ability to multitask and manage multiple projects simultaneously
• interest in finance, M&A and equity markets

Responsibilities

• Develop and prepare data-driven analytics on investor behavior for strategic situations.
• Create content for client pitches and ongoing work related to activism, hostile activity, strategic M&A.
• Prepare internal and client presentations and collaborate within a team to expand Evercore’s Shareholder Advisory practice.

Skills

Analytical mindset

Data analysis

Communication skills

Multitasking

Attention to detail

Team collaboration

Pressure management

Finance/M&A interest

Education

Finance/Accounting/Quant degree

Tools

Excel

Job description

What is the Position?

Evercore seeks to hire a junior Analyst for its Strategic Shareholder Analytics team in New York, NY.

Primary Responsibilities

The Shareholder Analytics Analyst will develop and prepare unique, data-driven analytics related to investor behavior in strategic situations. In this role, the Analyst will help to create content to be used with clients for pitches and ongoing work related to activism, hostile activity, strategic M&A as well as other situations. The Analyst will create internal and client presentations and will work within a team environment to create content to expand Evercore’s Shareholder Advisory practice.

Specific Qualifications

The analyst will be ambitious, self-directed, creative, and resourceful. The candidate will be intellectually-curious, eager to learn, and passionately interested in M&A, capital markets, and data analysis. We are seeking an academically accomplished candidate with the ability to multitask. This position comes with challenging-work and a demanding environment in a rapidly growing firm.

The ideal candidate will have:

• Bachelor's degree from a top university with a finance, accounting, or statistics/quantitative major (preferred)
• 0-1 year of relevant experience (investment banking preferred but not required)
• an excellent, team-based attitude
• relentless work ethic and high energy level
• excellent communication skills (written and verbal)
• some experience in data analysis or other quantitative background
• proficiency in Microsoft office, specifically Excel
• exhibit an exceptional attention to detail
• be calm under pressure with a demonstrated track record of successfully managing multiple projects simultaneously
• have an interest in finance, M&A and equity markets

Expected Base Salary Range:

$120,000 - $140,000

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.