Senior Data Analyst – Wealth Management & AI Enablement

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

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.