2027 Evercore Wealth Management Summer Analyst Program New York

Evercore; New York (NY); On-site; USD 72,000 - 88,000; Full time

Job summary

Evercore Wealth Management in New York, NY invites undergraduates to join the 10-week Summer Analyst Program within Wealth Management. You will rotate across relationship management, investment research, planning, and operations while developing a client-centric approach.

The program emphasizes analytical rigor, teamwork, and a strong work ethic, with exposure to partners and multiple offices. Eligible juniors class of 2028 are encouraged to apply.

Qualifications

• Must demonstrate a strong interest in a career in wealth management; relevant coursework and experience are a plus
• Superior analytical skills and demonstrated excellence in academic coursework
• Strong interpersonal skills and ability to articulate ideas
• Strong communication skills, both written and oral
• Strong work ethic
• Enthusiasm, a team player and achievement-oriented

Responsibilities

• Client relationship management and development of the appropriate approach to a client's customized wealth plan
• Global investment management, including asset allocation, individual equity and fixed income security analysis, and investment manager/fund due diligence
• Wealth planning strategies, including financial modeling, estate planning, income/estate/gift tax analysis, trust administration
• Client service and strategy implementation

Skills

Analytical skills

Interpersonal skills

Communication skills

Work ethic

Team player

Interest in wealth management

Education

Undergraduate - Junior (Class of 2028)

Job description

2027 Evercore Wealth Management Summer Analyst Program - New York

Evercore seeks to hire Summer Interns to join our Wealth Management business located in New York, New York.

The 10-week Evercore Wealth Management Summer Intern Program is designed to provide highly capable and motivated undergraduates with a representative introduction across wealth management, including exposure to relationship management, business development, strategic wealth planning, portfolio management and investment research, trust and estate administration, and operations. The program seeks candidates with superior analytical skills, strong interpersonal skills, dedicated work ethic, and a commitment to excellence with a strong interest in wealth management. More information on specific qualifications is below.

Summer Interns will work closely with partners and teams across verticals and offices on a rotating basis. Interns will draw on their range of experiences to develop a business development plan as well as a case study to demonstrate their growing knowledge of comprehensive wealth management including:

• Client relationship management and development of the appropriate approach to a client's customized wealth plan
• Global investment management, including asset allocation, individual equity and fixed income security analysis, and investment manager/fund due diligence
• Wealth planning strategies, including financial modeling, estate planning, income/estate/gift tax analysis, trust administration
• Client service and strategy implementation

Specific Qualifications

• Undergraduate - Junior (Class of 2028)
• Must demonstrate a strong interest in a career in wealth management; relevant coursework and experience are a plus
• Superior analytical skills and demonstrated excellence in academic coursework
• Strong interpersonal skills and ability to articulate ideas
• Strong communication skills, both written and oral
• Strong work ethic
• Enthusiasm, a team player and achievement-oriented

About Evercore Wealth Management, LLC and Evercore Trust Company, N.A.:

Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized strategic wealth planning, investment management, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission (the "SEC"), with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Registration with the SEC does not imply a certain level of skill or training. The firm manages $16.2 billion in client assets, as of June 30, 2026. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at .

This position requires valid United States work authorization and is not eligible for visa sponsorship.

Firm Description

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 .

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.

Expected Base Salary Range: $80,000 - $80,000