Senior Analyst, Wealth & Asset Management - IB

Evercore Inc.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, prescription, dental, and/or/

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Family-building benefits

Paid parental leave

Commuter benefits

Paid holidays and vacation

Job summary

Evercore seeks an Experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group in New York. You will work on a range of M&A transactions and strategic advisory assignments, with close collaboration to senior bankers on high-profile deals.

The role emphasizes training junior analysts, executing financial analyses, due diligence, and client materials, while supporting new business development in a dynamic, global platform.

Qualifications

• Strong interest in investment banking with solid quantitative and analytical skills.
• Knowledge of accounting, valuation, corporate finance, and business strategy.
• Ability to train and manage junior analysts and support live deal execution.

Responsibilities

• Train and manage new junior analysts, and support financial analyses.
• Work on complex financial and accounting issues and valuation work.
• Prepare client presentations, manage due diligence, and assist business development.

Skills

Analytical skills

Corporate finance

Valuation

Financial accounting

Interpersonal skills

Communication skills

Job description

Evercore seeks an Experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group in New York. You will work on a range of M&A transactions and strategic advisory assignments, with close collaboration to senior bankers on high-profile deals.

The role emphasizes training junior analysts, executing financial analyses, due diligence, and client materials, while supporting new business development in a dynamic, global platform.