Senior Equity Research Associate – Airlines & Lodging

Evercore; New York (NY); On-site; USD 145,000 - 175,000; Full time

Benefits offered by this job

Medical, prescription, dental, and vis

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Family-building and family-support

Paid parental leave

Commuter benefits

Paid holidays, vacation, personal days

Job summary

Evercore is seeking a Senior Equity Research Associate to join our top-ranked team covering airlines, lodging, and travel/leisure sectors in New York. You will blend traditional sell-side research with leveraging AI investments to enhance our process, building industry datasets and company financial models for differentiated insights.

The role emphasizes rigorous financial modeling, earnings analysis, and thesis development, with opportunities to contribute to AI-driven research workflows and

Qualifications

• Bachelor's degree in Engineering, CS or Finance with a passion for equity research.
• Advanced Excel modeling skills/ large dataset analysis (pivot tables, lookups, indices)
• Excellent written communication skills; ability to distill complex data into clear, concise research output
• Strong understanding of accounting principles
• 1-3 years of experience in equity research, investment banking, data analytics, or a related quantitative role
• Prior equity or credit analysis experience or strong interest in airlines, lodging, or broader travel sectors
• Proficiency in Python and SQL for data manipulation, automation, and analysis
• Exposure to statistical/quantitative methods (regression, hypothesis testing, time-series analysis)
• Experience with data visualization tools
• Database design and development a plus

Responsibilities

• Build and maintain detailed quarterly and annual financial models for covered companies, including forward estimates, segment detail, and scenario/sensitivity analysis
• Produce timely and concise written financial research, including earnings previews, flash notes, and thesis pieces with clear conclusions
• Track and analyze quarterly earnings, guidance changes, and management commentary
• Monitor company filings, transcripts, investor presentations, and industry news/ data
• Build dashboards/visualizations summarizing large datasets into concise outputs for senior analyst and institutional clients
• Build reusable analytical frameworks and apply statistical methods to produce actionable insights.
• Database design, Python, SQL skills and plus

Skills

Advanced Excel modeling

Data visualization

Written communication

Accounting principles

Financial modeling

Industry knowledge airlines lodging or

Education

Bachelor's degree in Engineering, CS or Finance

Tools

Python

SQL

Excel

Job description

Evercore is seeking a Senior Equity Research Associate to join our top-ranked team covering airlines, lodging, and travel/leisure sectors in New York. You will blend traditional sell-side research with leveraging AI investments to enhance our process, building industry datasets and company financial models for differentiated insights.

The role emphasizes rigorous financial modeling, earnings analysis, and thesis development, with opportunities to contribute to AI-driven research workflows and