Evercore's Private Capital Advisory team is seeking to solve business and financial challenges by applying advanced data-driven techniques, and the Data Analyst position is intended to support this effort by providing data-driven insights and process automation.
Requirements
- Demonstrated proficiency in Python, SQL, and Excel (or equivalent)
- Experience with DealCloud, Salesforce, or some other deal management and/or CRM
- Intellectual curiosity about AI’s role in reshaping financial services and practical interest in experimenting with new tools
- Familiarity with private markets and private market secondaries is a plus
Responsibilities
- Partner with data engineers, analysts, and senior bankers to identify opportunities for process automation and system integration
- Design and implement automated workflows and reporting pipelines to enhance process efficiency, reduce manual effort, and improve data timeliness and accuracy.
- Develop and maintain data validation and governance frameworks, including automated quality checks and exception reporting.
- Collaborate with business stakeholders to document requirements, map data flows, and manage change management initiatives tied to new analytics tools, dashboards, and systems.
- Collaborate with PCA’s data team to ensure data-driven insights are incorporated into deal execution and client materials
- Contribute to internal knowledge-building by researching and applying emerging data analysis techniques relevant to secondaries analytics
Other
- Minimum 2+ years of data analytics, consulting, or banking experience
- Bachelor’s degree in a quantitative field (e.g., Data Science, Quantitative Finance, Economics)
- Strong verbal communication skills, able to explain technical work clearly to non-technical audiences, including senior bankers
- Organizational skills and the ability to manage multiple high-impact projects with guidance
