Junior Associate / Senior Analyst - Financial Institutions Group - New York

Evercore; New York (NY); On-site; USD 140,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Life and disability insurance

Well-being resources

Parental & caregiver leave

Commuter benefits

Paid holidays & vacation

Job summary

Evercore in New York seeks a Junior Associate or Senior Analyst for its Banks team within the Financial Institutions Group. You will work closely with senior bankers on differentiated transactions for Banks clients, with a small deal team that offers early responsibility and learning opportunities.

The role focuses on M&A and strategic advisory, with responsibilities including financial analyses, due diligence, client materials, and contribution to new business development.

Qualifications

• Candidate must be rising third year Analyst or Junior Associate at another investment bank
• Preferably three or more years of relevant work experience
• Strong grasp of corporate finance, valuation, and financial accounting
• Excellent interpersonal and communication skills, with a disciplined work ethic

Responsibilities

• Assist on M&A transactions and strategic advisory assignments for bank clients
• Manage junior analysts and work on financial and valuation analyses
• Address complex financial and accounting issues and due diligence
• Prepare client presentations and help manage live deal execution

Skills

Investment banking

Quantitative skills

Analytical skills

Accounting knowledge

Valuation

Corporate finance

Business strategy

Interpersonal skills

Communication skills

Work ethic

Job description

Group Description: Evercore’s 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 acquisitions, mergers‑of‑equals, equity and debt capital markets transactions, shareholder defense and activism, among other complex transactions.

What is the position? Evercore seeks to hire an experienced Junior Associate or Senior Analyst for its Banks 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 Junior Associate / Senior Analyst will have the opportunity to work primarily on a range of M&A transactions and other strategic advisory assignments for Bank 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 a Junior Associate / Senior Analyst include managing junior analysts and 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 at least a rising third year Analyst or Junior Associate at another investment bank
• Preferably three 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

Expected Base Salary Range: $140,000 - $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.