Experienced Equity Research Director/Vice President - Enterprise Software & AI (Evercore ISI)

Experienced Equity Research Director/Vice President - Enterprise Software & AI (Evercore ISI) - Evercore

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Experienced Equity Research Director/Vice President - Enterprise Software & AI (Evercore ISI)

Region

Americas

Location

New York

Group

Evercore ISI

Job description

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

About Evercore: 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 www.evercore.com.

Inclusion and Equal Opportunity Employment: 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.

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