Overview
The Data Services & Strategy group (“DSS”) at Evercore manages all third-party content contracts and market data subscriptions for the firm. With approximately $80 million in spend under management, it is one of the largest indirect spend categories at Evercore. The team administers 500+ contracts with over 17,000 user subscriptions, covering multiple business lines in every Evercore geography (North America, EMEA and APAC).
DSS is seeking a Market Data & Operations Associate to support its data, reporting, and financial operations. This role requires strong analytical capabilities, advanced Excel skills, and high attention to detail, along with the ability to collaborate effectively with internal stakeholders (business groups, IT, Finance) and external vendors.
This is a fast-paced, demanding role that follows the firm’s monthly accounting cycle with hard-stop deadlines for many of the group’s deliverables. The ideal candidate is highly organized and able to manage multiple competing priorities under tight timelines.
Responsibilities
Market Data Management
- Co-manage day-to-day and month-end DSS Operations activities across OptimizeSpend (OS/FITS) and related systems, with responsibility for maintaining accurate contract, subscription, entitlement and inventory data
- Assist with new-hire, leaver and internal transfer requests for Firm resources
- Assist the existing team with vendor management initiatives and maintain resource allocations to internal stakeholders in order to align with specific vendor and contractual requirements
Operations
- Assist with the collection, aggregation, and cleansing of product usage data across multiple systems to support expense allocation and contractual compliance
- Assist with the maintenance of DSS’s electronic resource management system (Research Monitor)
- Assist with the month-end close processes with an eye towards process enhancement and improved reporting capabilities
Finance and Accounting
- Assist with the team’s ongoing efforts to reconcile vendor invoices to contract terms
- Assist AP and Finance teams with ongoing invoice reconciliation projects to better align and validate contractual spend with General Ledger (Workday) reporting
Outsourced Resource Oversight
- Co-Manage a support team that assists with Subscription entitlements, provisioning and reporting
- Assist with a support team that processes and reconciles Invoices, and enhances the team’s monthly reporting function
- Assist with training the support team on Evercore’s best practices, procedures and policies
Business Intelligence
- Assist and help facilitate the creation of both recurring and ad-hoc reports, including:
- Vendor contract overviews (OptimizeSpend/FITS)
- Product usage reports (Research Monitor)
- Research request analytics (Quest)
- Sector-specific reporting and tear sheets
Core Competencies
- Strong organizational and time management skills
- Proven ability to troubleshoot issues across systems and workflows
- Advanced Excel proficiency (e.g., PivotTables, VLOOKUP/XLOOKUP)
- Strong communication and stakeholder management skills
- Experience with market data systems (e.g., Optimize Spend, FITS, Quest and Research Monitor) is preferred but not required
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field
- 2–3 years of relevant experience in finance, accounting, or market data management within a professional services or financial services environment (e.g., investment banking, consulting, law, wealth management)
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Expected Base Salary Range: $100,000 - 110,000
This position requires valid United States work authorization and is not eligible for visa sponsorship.
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 and availability. 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.
