What is the main role of a Sales and Trading professional at Evercore?

The primary role of a Sales and Trading professional at Evercore is to facilitate the buying and selling of financial instruments for clients. This position involves executing trades and managing client orders, which typically include various securities such as stocks, bonds, and derivatives. The professional serves as an intermediary in the financial markets, helping clients navigate their investment strategies and ensuring that transactions are completed efficiently and effectively.

Sales and Trading professionals are deeply involved in market analysis and providing liquidity, which allows clients to purchase or sell securities when they need to. This role requires a comprehensive understanding of market dynamics and the ability to respond to real-time changes in pricing and trading conditions.

In contrast, providing financial advice to clients typically falls under the realm of investment banking or wealth management, where a deeper focus on strategic guidance is required. Issuing new equity for companies is primarily performed by equity capital markets teams within investment banks, while managing a portfolio of investments is more aligned with portfolio management positions aimed at maximizing returns on invested assets. Therefore, the facilitation of transactions stands out as the defining responsibility of someone in Sales and Trading.