What is the Position? Evercore ISI is looking for an Sales Assistant to help support a team of 5 senior salespeople and 3 traders. The ideal candidate is a highly motivated and organized individual with a strong work ethic, excellent communication skills and a positive attitude. Teamwork and responsiveness are key but working independently is also essential. This individual should be able to multi-task in a fast-paced environment and be comfortable working with all members of the Sales, Trading, Research. Events and the administrative teams. This position is in Boston.
Primary Responsibilities:
- Supporting Sales in day-to-day client interaction
- Coordinating marketing and corporate access events
- Recording and updating client interactions in Client Relationship Management tool
- Ensuring client reporting accuracy and submission in a timely manner
- Managing schedules for the sales team
- Arranging travel and entertainment (international and domestic)
- Answering phones for salespeople
- Hours: Approximately 8:00am – 5:00pm
Specific Qualifications:
- Ability to prioritize multiple tasks with attention to detail
- Excellent communication and interpersonal skills
- Strong organizational skills
- Industry exposure is a plus, but not required
- Technologically savvy including proficiency in Microsoft Office, Zoom and familiarity with CRM systems
- Knowledge of Concur & Workday is strongly recommended
Expected Base Salary Range: $95,000 – 100,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. 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.
