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VP of Research

4 months ago

Fort Worth, United States Ecruit Full time

VP of Research & Operations – Very Competitive Salary/Bonus – Fort Worth, TX (Remote)

The Role

If you excel at streamlining and managing processes in a quickly growing organization, Evercap Advisors wants to hear from you

Evercap is seeking a talented and results-oriented VP of Research and Operations to lead our target list building initiatives and oversee key aspects of our firm's technology and data infrastructure.

Key Responsibilities:


  • Develop and manage target lists for clients, utilizing paid databases, proprietary AI tools, and our team of researchers.
  • Collaborate with clients for target list approval.
  • Maintain and improve our Customer Relationship Management (CRM) system.
  • Analyze clients’ sales pipeline performance and implement strategies for improvement.
  • Ensure all data, pipelines, and folders are consistently organized.
  • Lead initiatives to improve the overall sales process.
  • Oversee and enhance our firm's technology systems, including CRM, databases, and AI platforms.

The Company

Evercap Advisors is a leading buy-side investment banking firm headquartered in Charlotte, NC and Fort Worth, TX. We specialize in sourcing proprietary investment and M&A deals for private equity firms, their portfolio companies, and strategic acquirers. Learn more about us at www.evercapadvisors.com.

The Benefits


  • Competitive compensation package with uncapped performance-based bonuses.
  • Opportunity to work in a dynamic and results-driven environment.
  • Remote work with a preference for Fort Worth, TX (for proximity to Managing Director)

The Person


  • 2 – 10 years of experience in operations, systems, consulting, or a related field.
  • Experience with software development or implementation (a plus).
  • Expertise in all Microsoft Office programs, general software, CRM, and related platforms.
  • Strong understanding of general business activities and terminology.
  • Excellent communication and organisational skills.
  • Proven track record of high work ethic and initiative.
  • Bachelor's degree in Management Information Systems, Computer Science, Supply Chain Management, Operations Management, or a similar field (preferred).

If you're a highly motivated individual who thrives in a fast-paced environment, we encourage you to apply Submit your CV and cover letter today.

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