Equity Research Associate - FinTech (Evercore ISI)

GROUP DESCRIPTION: Evercore ISI offers a high quality, collegial and collaborative environment and a rapidly expanding research platform where exceptional contributors can look forward to rapid career advancement. In the October 2018, Institutional Investor All America Research Poll, the Payments, Processors & IT Services equity research team at Evercore ISI achieved a 3rd Team ranking.   

POSITION: Evercore ISI seeks to hire a Research Associate for its Payment, Processors & IT Services equity research team located in New York, NY.

PRIMARY RESPONSIBILITIES: Ideal candidate will be proactive, high energy and able to work effectively within a highly productive team. Candidate should possess excellent excel skills, knowledge of finance and accounting and superior writing skills. A strong work ethic with the ability to learn quickly is essential. Candidates with a superior background in finance & accounting are encouraged to apply. Other responsibilities include, but not limited to:

• Develop and update financial models efficiently
• Perform financial and valuation analysis of covered companies
• Work on proprietary research projects, such as surveys
• Assist with client requests & inquiries
• Idea generation
• Maintain databases and create tables and charts
• Run marketing handout/comp sheet daily and ensure it is error-free and up-to-date
• Participate in company management calls and conferences
• Track relevant news articles relaying important messages to team
• Closely follow industry and economic data

SPECIFIC QUALIFICATIONS:

• 2-4 years of Equity research experience
• Background in finance and accounting
• Strong modeling / excel capabilities
• Superior writing skills
• Interest in stocks
• Initiative, drive and motivation to learn
• Excellent communication skills (both written and verbal); the job entails significant writing responsibilities over time
• Ability to work as part of a team to accomplish broader goals and objectives
• Capable of handling multiple responsibilities
• Ability to meet deadlines