Experienced Data Analyst – Wealth Management – New York

Evercore Inc.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid holidays and leave

Well-being resources

Commuter benefits

Job summary

Evercore Wealth Management is seeking an Experienced Data Analyst to support and enhance core business applications, data processes, and operational workflows across portfolio accounting, trading, and client reporting.

The role offers opportunities to improve data quality, governance, and AI-enabled tooling, working with business, operations, and technology teams to deliver scalable solutions.

Qualifications

• Minimum 3 years of experience as a data or business systems analyst, operations, or similar role within financial services or a related industry
• Strong analytical skills with the ability to work with and interpret data across multiple systems
• 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
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Exposure to workflow tools, data governance concepts, and automation technologies
• Interest in emerging technologies, including AI and data-driven solutions

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

Education

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

Job description

Experienced Data Analyst – Wealth Management – New York

Region Americas

Location New York

Group Wealth Management

Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com

What is the Position? Evercore Wealth Management is seeking a Data Analyst to support and enhance the firm’s core business applications, data processes, and operational workflows. This role is ideal for a highly motivated professional who is eager to learn, take ownership, and contribute to a rapidly evolving technology and operations environment.

The Analyst will play a key role in supporting day-to-day system operations and data flows, troubleshooting issues, improving data quality, and partnering with stakeholders to drive process improvements. This position offers the opportunity to work across portfolio accounting, trading, reporting, and client-facing platforms while contributing to strategic initiatives including data governance, workflow automation, and AI enablement.

Primary Responsibilities: The Data Analyst will work closely with business, operations, and technology teams to understand existing processes, identify opportunities for improvement, support AI enablement and help deliver scalable solutions.

Responsibilities include, but are not limited to:

• 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

Specific Qualifications:

• Minimum 3 years of experience as a data or business systems analyst, operations, or similar role within financial services or a related industry
• Strong analytical skills with the ability to work with and interpret data across multiple systems
• 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
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
• Proficiency in data analysis and automation tools such as SQL, Power BI, Tableau, Python
• Experience with portfolio accounting, trading systems, or reconciliation processes is preferred
• Exposure to workflow tools, data governance concepts, and automation technologies
• Interest in emerging technologies, including AI and data-driven solutions
• Bachelor’s degree in Data Science, Computer Science, Engineering, Business, Finance, or a related field

Expected Base Salary Range: $90,000 - $120,000

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

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:

• Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on‑site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

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 www.evercore.com .

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.