Experienced Associate – Consumer and Retails Research

What is the Position? Evercore seeks to hire an Equity Research Associate for its Retail Research team in the New York area. The ideal candidate is a highly motivated individual with a strong work ethic, comfortable working independently as well as in a fast-paced, team-oriented environment. Prior work experience in a related field (Broadlines, Home Improvement, Grocery, Auto Parts, Internet, etc) is preferred; equity research experience (either buy side or sell side) is not required but is welcomed. Evercore offers a high quality, collegial, and collaborative environment and a rapidly expanding research platform where exceptional contributors can look forward to longer-term career opportunities.

Primary Responsibilities: 

Responsibilities include, but are not limited to the following:

• Author industry reports, deep analysis of consumer and retail trends
• Assist team in expansion of coverage through initiation reports
• Oversee data collection and monitor investor news services
• Develop and update company-specific and industry financial models
• Perform financial and valuation analysis of covered companies in the retail space
• Responsive to client and other inquiries
• Other duties as necessary

Specific Qualifications:

• Ability to analyze macro and industry data
• Leverage AI to improve efficiency & productivity of the team/product
• Strong modeling / excel / AI capabilities
• Excellent communication skills; the job entails significant writing and presentation responsibilities
• Demonstrated interest in corporate finance and equity markets
• Exceptional analytical capabilities
• Ability to multitask and work on tight timelines, be creative, proactive, and resourceful
• 1-5 years prior experience in investment banking, equity research, investment management, consulting, or industry
• Retail Broadlines/Hardlines background preferred but not required

Expected Base Salary Range: $110,000 - $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