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Equity Research Associate or Senior Associate - Fintech, Payments, Crypto/Stablecoin (Evercore ISI)

March 2, 2026

Group Description: Evercore ISI offers a high quality, collegial and collaborative environment and a rapidly expanding research platform where exceptional contributors can look forward to rapid career advancement. What is the position? Evercore ISI seeks to hire a Research Associate or Senior Associate for its Fintech, Crypto, Payments and Processors equity research team located in New York, NY. Primary Responsibilities: Ideal candidate will be proactive, high energy and able to work effectively within a highly productive team. Candidate should possess excellent excel skills, knowledge of finance and accounting and superior writing skills. A strong work ethic with the ability to learn quickly is essential. Candidates with a superior background in finance & accounting are encouraged to apply. Other responsibilities include, but not limited to: <ul><li>Develop and update financial models efficiently</li><li>Perform financial and valuation analysis of covered companies</li><li>Execute proprietary research projects that generate impactful stock calls</li><li>Assist with client requests & inquiries</li><li>Idea generation</li><li>Maintain databases and create tables and charts</li><li>Participate in company management calls and conferences</li><li>Track relevant news articles relaying important messages to team</li><li>Closely follow industry and economic data</li></ul> Specific Qualifications: <ul><li>2-4 years of Equity research or related industry experience – must have a solid knowledge base of the fintech and/or payments sectors</li><li>Excellent communication skills (both written and verbal); the job entails significant writing responsibilities</li><li>Background in finance and accounting</li><li>Strong modeling / excel capabilities</li><li>Superior writing skills</li><li>Interest in stocks</li><li>Initiative, drive and motivation to learn</li><li>Ability to work as part of a team to accomplish broader goals and objectives</li><li>Capable of handling multiple responsibilities</li><li>Ability to meet deadlines</li></ul> Expected Base Salary Range: $100,000 - $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: <ul><li>Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts</li><li>401(k) Retirement Plan</li><li>Life and disability insurance, including additional voluntary financial protection insurance</li><li>Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services</li><li>Family-building and family-support benefits</li><li>Paid parental, caregiver, marriage and bereavement leave</li><li>Commuter benefits, health club membership discounts, and other corporate discounts</li><li>Paid holidays, vacation days, personal days, sick days, and volunteer opportunities</li></ul> 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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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