Overview

We are seeking a Senior Equity Research Associate to join our top ranked team to support fundamental coverage of the airlines, lodging and travel/leisure sectors. This role blends traditional sell-side research responsibilities — financial modeling, earnings analysis, and thesis development — with an increased emphasis on leveraging Evercore ISI’s leading and innovative AI investments to improve our research process (the future of equity research is being defined here). The successful candidate will build and maintain industry-specific datasets and company-specific financial models to generate proprietary, differentiated insights.

Core Responsibilities

Fundamental Research & Modeling (Primary)

• Build and maintain detailed quarterly and annual financial models for covered companies, including forward estimates, segment detail, and scenario/sensitivity analysis
• Produce timely and concise written financial research, including earnings previews, flash notes, and thesis pieces with clear conclusions
• Track and analyze quarterly earnings, guidance changes, and management commentary
• Monitor company filings, transcripts, investor presentations, and industry news/ data

Data analysis skills

• Build dashboards/visualizations summarizing large datasets into concise outputs for senior analyst and institutional clients
• Build reusable analytical frameworks and apply statistical methods to produce actionable insights.
• Database design, Python, SQL skills and plus

Qualifications

Required

• Bachelor's degree in Engineering, CS or Finance with a passion for equity research
• Advanced Excel modeling skills/ large dataset analysis (pivot tables, lookups, indices)
• Excellent written communication skills; ability to distill complex data into clear, concise research output
• Strong understanding of accounting principles
• 1–3 years of experience in equity research, investment banking, data analytics, or a related quantitative role

Preferred

• Prior equity or credit analysis experience or strong interest in airlines, lodging, or broader travel sectors
• Proficiency in Python and SQL for data manipulation, automation, and analysis
• Exposure to statistical/quantitative methods (regression, hypothesis testing, time-series analysis)
• Experience with data visualization tools
• Database design and development a plus

What Success Looks Like

• High-quality, on-time modeling and earnings analysis with minimal errors
• Ability to independently scope, build, and maintain a dataset-driven analytical tool from raw data to publishable output
• Increasing autonomy in generating differentiated, data-backed thesis points for client-facing research

Expected Base Salary Range: $145,000 - $175,000

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