Investment Ops Analyst - Wealth Management & Reporting

Evercore; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources and programs

Paid parental leave

Commuter benefits

Job summary

Evercore Wealth Management is seeking an Investment Operations Analyst in San Francisco to provide general support to Portfolio Managers. The role involves preparing client meeting materials, producing performance reports, and supporting trading and settlement processes.

The position is ideal for an entry-level or early career professional who is highly organized and detail-oriented, with a growth mindset as technology enhances day-to-day workflows.

Qualifications

• 0-3 years work experience in finance or wealth management.
• Attention to detail, time-management, organizational and communication skills.

Responsibilities

• Run reports and compile into finished presentations for client meetings.
• Review reports for accuracy and work to correct missing or incomplete data.
• Set up periodic reports for new clients.
• Generate recurring monthly and quarterly reports or as needed.
• Customize existing reports and create new report templates.
• Review daily trade reports and flag items for PM review.
• Monitor recurring distributions and raise cash for client withdrawals if appropriate.
• Prepare, review and input trades directed by investment professionals.
• Help to manage trade restrictions.
• Prepare and send trade notifications to outside custodians.
• Monitor and resolve trade and account issues with brokers and custodians.
• Assist with scenario analysis for third-party separately managed accounts (SMAs) and coordinate account opening.
• Liaise with EWM Fixed Income group on bond orders.
• Prepare materials for internal Portfolio Manager meetings.
• Create portfolio groups for new accounts and update existing portfolio groups as needed.
• Research client inquiries in a timely mannerWork on special projects as requested.

Skills

MS Office

Wealth management knowledge

Tools

SSNC Black Diamond

Genesis/EZE

APX/Moxy

Practifi/Salesforce CRM

FactSet

Bloomberg

Job description

Evercore Wealth Management is seeking an Investment Operations Analyst in San Francisco to provide general support to Portfolio Managers. The role involves preparing client meeting materials, producing performance reports, and supporting trading and settlement processes.

The position is ideal for an entry-level or early career professional who is highly organized and detail-oriented, with a growth mindset as technology enhances day-to-day workflows.