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

Evercore• , NY

2d•$175,000 - $200,000•Onsite

About 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.

Requirements

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)

Nice To Haves

Familiarity with enterprise software business models and key operating metrics is preferred

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

Benefits

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

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