Senior Equity Research Associate — Global Airlines & Lodging

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

Benefits offered by this job

Medical insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Paid time off and holidays

Commuter benefits

Job summary

Evercore ISI in New York seeks a Senior Equity Research Associate to cover Global Airlines & Lodging. You will blend traditional sell-side research with AI-enabled data insights, building and maintaining financial models, dashboards, and datasets to generate differentiated, thesis-driven research for institutional clients.

The role requires 1–3 years in equity research or related fields, strong Excel modeling, and proficiency in Python/SQL for data manipulation.

Qualifications

• Bachelor's degree in Engineering, CS or Finance with a passion for equity research.
• Advanced Excel modeling skills; large dataset analysis.
• Excellent written communication; distill complex data into clear research output.
• Strong understanding of accounting principles.
• 1–3 years of experience in equity research, investment banking, data analytics, or related quantitative role.

Responsibilities

• Build and maintain detailed quarterly and annual financial models for covered companies, including forward estimates and scenario analysis.
• Produce timely written financial research, including earnings previews and thesis pieces.
• Track quarterly earnings, guidance changes, and management commentary.
• Monitor filings, transcripts, investor presentations, and industry data.
• Build dashboards/visualizations to summarize large datasets for senior analysts and clients.

Skills

Advanced Excel modeling

Python

SQL

Strong communication

Education

Bachelor's degree in Engineering, CS or Finance

Job description

Senior Equity Research Associate — Global Airlines & Lodging

Region Americas

Location New York

Group Evercore ISI

Overview

We are seeking a Senior Equity Research Associate to join our top ranked team to support fundamental coverage of the airlines, lodging and travel/leisure sectors. This role blends traditional sell-side research responsibilities — financial modeling, earnings analysis, and thesis development — with an increased emphasis on leveraging Evercore ISI’s leading and innovative AI investments to improve our research process (the future of equity research is being defined here). The successful candidate will build and maintain industry-specific datasets and company-specific financial models to generate proprietary, differentiated insights.

Core Responsibilities

Fundamental Research & Modeling (Primary)

• 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

Data analysis skills

• 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

Qualifications

Required

• 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

Preferred

• 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

What Success Looks Like

• High-quality, on-time modeling and earnings analysis with minimal errors
• Ability to independently scope, build, and maintain a dataset-driven analytical tool from raw data to publishable output
• Increasing autonomy in generating differentiated, data-backed thesis points for client-facing research

Expected Base Salary Range:$145,000 - $175,000

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.