Equity Research Associate or Senior Associate - Fintech, Payments, Crypto/Stablecoin

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.

What is the position? Evercore ISI seeks to hire a Research Associate or Senior Associate for its Fintech, Crypto, Payments and Processors 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
• Execute proprietary research projects that generate impactful stock calls
• Assist with client requests & inquiries
• Idea generation
• Maintain databases and create tables and charts
• 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 or related industry experience – must have a solid knowledge base of the fintech and/or payments sectors
• Excellent communication skills (both written and verbal); the job entails significant writing responsibilities
• Background in finance and accounting
• Strong modeling / excel capabilities
• Superior writing skills
• Interest in stocks
• Initiative, drive and motivation to learn
• Ability to work as part of a team to accomplish broader goals and objectives
• Capable of handling multiple responsibilities
• Ability to meet deadlines

Expected Base Salary Range: $100,000 - $180,000

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