Evercore ISI - Executive Assistant

What is the Position?

Evercore ISI, the Institutional Equities business within Evercore, is looking for an Executive Assistant to support 2-4 Senior Research Analysts and their teams who cover the Financials sectors. The ideal candidate is a highly motivated individual with a strong work ethic and should be comfortable working in a fast‑paced, teamwork‑oriented environment, while being highly effective working independently. This individual should bring a positive attitude to the job and be able to communicate with all members of the research and sales teams.

This is a senior assistant role and is located in New York.

• Managing the busy calendars and travel schedules for the team
• Booking air travel and lodging for the team (domestic and international)
• Maintaining strong relationships with Sales and research partners
• Interacting with clients, senior business people and company executives
• Completing expense reports
• Preparing and updating analysts’ marketing materials and non‑deal roadshow schedules
• Coordinating logistics for internal and external meetings
• Inputting information and accessing data in the Client Relationship Management tool

• Prior experience in an administrative role, preferably in finance or professional services
• Ability to prioritize multiple tasks with attention to detail
• Excellent critical thinking and problem‑solving skills, with a proactive approach to anticipating needs
• Strong written and verbal communication skills
• Exceptional organizational skills
• Industry exposure is a plus, but not required
• Highly proficient in Microsoft Suite, including Outlook, Excel, Powerpoint and Word
• Knowledge of CRM systems, Zoom, Concur and Workday is strongly recommended; aptitude to learn new software and systems
• Interest in financial markets is very helpful

Expected Base Salary Range: $95,000-$105,000

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

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  .

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.