Schedule mock interviews on the Meeting Board, join the latest community discussions in our Consulting Q&A and find like-minded Interview Partners to connect and practice with!
Back to overview

What exactly does a first-year analyst do day-to-day at an elite boutique like Evercore?

4
400+
15
Be the first to answer!
Nobody has responded to this question yet.
Top answer
Rita
Coach
on Apr 15, 2025
Excel in Finance | FREE 15 Minutes Intro Call | Personalised Preparation

Hey,
as a first-year at a place like Evercore, your day-to-day will be a mix of financial modeling, PowerPoint (lots of it), research, and process work.

You’ll likely be:

  • Building and updating models (DCF, comps, LBOs depending on the deal)
  • Creating pitch decks and client materials
  • Supporting live deals (running data rooms, drafting CIMs, buyer lists, etc.)
  • Joining internal calls and occasionally sitting in on client ones

Hope that helps!

Natalie
Coach
on Apr 15, 2025
Ex-Investment Banker | Former Deloitte & Grant Thornton | Coaching Finance Candidates to Ace Interviews & Land Top Roles

Hey there, 

as Rita already mentioned, as a first-year analyst at an elite boutique like Evercore, you’ll be doing a mix of financial modeling, creating pitch decks, and supporting live deals. You’ll likely be building and updating models, helping with client materials, and assisting with tasks like running data rooms. It’s a lot of work, but a great opportunity to learn quickly.

I wish you much success and let me know if you need any support with your preparation!

Binika
Coach
on Jun 21, 2025
9+ years in Finance, Consulting and Strategy, Corporate Development|Accenture| Coach Finance Candidates to Ace Interview

Hi There!

As a first-year analyst at an elite boutique like Evercore, your day-to-day work is fast-paced and detail-heavy. You’ll spend a lot of time building and updating financial models, creating pitch materials, and helping prepare client presentations. These tasks might include comparable company analysis, precedent transactions, DCFs, or industry research. Accuracy and formatting matter a great deal, and attention to small details often sets you apart early on.

Beyond the technical work, you'll also be expected to manage multiple deadlines, respond quickly to senior requests, and stay organized under pressure. Analysts often serve as the link between associates and more junior team members, so clear communication is important. While the hours are intense, the exposure you get to complex, high-profile deals is valuable. Over time, you’ll also begin to understand client dynamics and develop a sense of judgment around deal strategy, even if your role is still largely execution-focused.

Nitesh
Coach
on May 24, 2025
9+ yrs of work ex in finance/consulting - Barclays/ x-Citi. 500+ hrs coaching exp. MBA IIM Ahmedabad, Engg IIT Kharagpur

Hey there!

A first-year analyst at Evercore mainly focuses on building financial models, preparing pitch books, and conducting research to support deals. They handle valuation work and assist with due diligence by organizing data and summarizing findings. Though the hours are long and attention to detail is crucial, analysts often get early exposure to live deals and close interaction with senior bankers, which accelerates their learning and experience.

Similar Questions
Finance
Goldman Sachs Hierarchy
on Feb 18, 2025
Global
3
7.5k
Top answer by
Natalie
Coach
Ex-Investment Banker | Former Deloitte & Grant Thornton | Coaching Finance Candidates to Ace Interviews & Land Top Roles
36
3 Answers
7.5k Views
+1
Finance
How can I get a internship in investment banking with no experience?
on Sep 03, 2024
Global
7
4.9k
Top answer by
Deleted user
111
7 Answers
4.9k Views
+4
Finance
Working hours in IB vs consulting?
on Oct 23, 2024
Global
5
2.3k
Top answer by
Natalie
Coach
Ex-Investment Banker | Former Deloitte & Grant Thornton | Coaching Finance Candidates to Ace Interviews & Land Top Roles
68
5 Answers
2.3k Views
+2