What is the Position? A Senior Managing Director at Evercore ISI is seeking to hire an experienced Director / Vice President to support equity research coverage for Enterprise Software and AI companies. This role is based in New York, NY.

The position requires a candidate who can publish research independently while also helping coordinate and support the team’s broader research efforts across a group of 5–6 professionals under the Senior Managing Director. The role involves contributing original research, maintaining high-quality financial models, and helping ensure the team operates efficiently across its coverage and client deliverables.

The ideal candidate is highly motivated and intellectually curious, with a strong work ethic and the ability to operate effectively in a fast-paced, team-oriented environment while also driving workstreams independently. This position offers excellent career progression and the opportunity to join a dynamic team covering one of the fastest-growing sectors of the economy. Evercore ISI 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:

• Help coordinate the team’s day-to-day research workflow, including daily and weekly reports, earnings-related publications, and bespoke client requests
• Author industry and company-specific research reports, including thematic work on enterprise software and AI trends
• Develop and maintain company-specific and industry financial models
• Perform financial and valuation analysis of covered companies in the enterprise software universe, including DCF models and comparable analysis
• Publish timely commentary around earnings, industry developments, and company-specific events
• Attend industry events and gather information on trends in the enterprise software and AI markets
• Interact with buy-side clients to discuss investment theses and sector developments
• Help organize research deliverables, including industry deep dives, client events, and internal research initiatives
• Oversee data collection and monitor investor news services relevant to the team’s coverage universe
• Other duties as necessary
  
  

Specific Qualifications:

• Prior experience covering software or technology companies on the sell-side or buy-side is required
• 4–8+ years of relevant experience in equity research or buy-side investing (software or technology sector preferred)
• Demonstrated ability to publish research independently and contribute differentiated investment insights
• Exceptional analytical and Excel modeling capabilities
• Excellent communication skills; the role entails significant writing, client interaction, and PowerPoint responsibilities
• Strong attention to detail and organizational skills
• Deep understanding of corporate finance, valuation, and equity markets
• Familiarity with enterprise software business models and key operating metrics is preferred
• Series 7, 63, 86 and 87 (or willingness to obtain)

Expected Base Salary Range: $175,000 - $200,000+

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