Data Analyst, Wealth Management & AI Enablement

Evercore Wealth Management, LLC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, prescription, dental, and vis

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Family-building and family-support

Paid parental, caregiver, marriage and

Commuter benefits and discounts

Paid holidays and vacation

Job summary

Evercore Wealth Management LLC in New York seeks a Data Analyst to support core applications, data processes, and operational workflows. You will partner with business, operations, and technology teams to understand processes, troubleshoot issues, and deliver scalable data solutions across portfolio accounting, trading, and reporting.

The role emphasizes data governance, workflow automation, and AI enablement, with opportunities to influence data quality and decision-making.

Qualifications

• Minimum 3 years of experience as a data or business systems analyst, operations, or similar role within financial services or a related industry
• Demonstrated ability to troubleshoot issues and think critically to identify practical solutions
• Excellent verbal and written communication skills, with the ability to clearly explain technical concepts to non-technical audiences

Responsibilities

• Support and maintain data throughout core business applications, including client relationship management, portfolio accounting, trading, and reporting systems
• Help implement and enforce a data governance framework, including data quality standards, controls, and documentation
• Assist in troubleshooting data and system issues, performing root cause analysis, and coordinating resolution with internal teams and external vendors
• Analyze operational and financial data to identify trends, discrepancies, and opportunities for process improvement
• Assist in evaluating and integrating AI-enabled tools to enhance productivity, reporting, and decision-making
• Partner with stakeholders to document current-state workflows and design more efficient future-state processes
• Contribute to workflow automation initiatives to improve efficiency and reduce manual processes
• Support ongoing system implementations and enhancements as part of the firm’s broader technology transformation
• Create clear and concise documentation, including process flows, system guides, and training materials
• Provide day-to-day user support and training to business teams as needed

Skills

SQL

Power BI

Tableau

Python

Data governance

Education

Bachelor’s degree in Data Science, Computer Science, Engineering, Business, Finance, or a related field

Tools

Excel

Job description

Evercore Wealth Management LLC in New York seeks a Data Analyst to support core applications, data processes, and operational workflows. You will partner with business, operations, and technology teams to understand processes, troubleshoot issues, and deliver scalable data solutions across portfolio accounting, trading, and reporting.

The role emphasizes data governance, workflow automation, and AI enablement, with opportunities to influence data quality and decision-making.