Wealth & Asset Management Advisory Analyst — M&A

Evercore; New York (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement Plan

Life and disability insurance

Well-being resources

Family-building benefits

Paid parental leave

Commuter benefits

Holidays and vacation

Job summary

Evercore seeks an experienced Analyst for its Wealth & Asset Management team in New York, focusing on M&A and strategic advisory for financial institutions clients. You will work with senior bankers and handle live deal executions while building foundational valuation and financial modeling skills.

The role offers a collaborative, fast-paced environment with strong mentorship, training, and opportunities to contribute to high-profile transactions in a global context.

Qualifications

• Strong interest in investment banking with solid quantitative skills.
• Knowledge of accounting, valuation, corporate finance, and business strategy.

Responsibilities

• Assist on M&A transactions and strategic advisory for Wealth & Asset Management clients.
• Help train and manage junior analysts; work on financial and valuation analyses and due diligence.
• Support client presentations and contribute to new business development.

Skills

Investment banking

Analytical skills

Accounting knowledge

Corporate finance

Valuation

Client presentation

Tools

Excel

Job description

Evercore seeks an experienced Analyst for its Wealth & Asset Management team in New York, focusing on M&A and strategic advisory for financial institutions clients. You will work with senior bankers and handle live deal executions while building foundational valuation and financial modeling skills.

The role offers a collaborative, fast-paced environment with strong mentorship, training, and opportunities to contribute to high-profile transactions in a global context.