Wealth Management Summer Analyst – NYC

Evercore; New York (NY); On-site; USD 72,000 - 88,000; Full time

Job summary

Evercore Wealth Management in New York, NY invites undergraduates to join the 10-week Summer Analyst Program within Wealth Management. You will rotate across relationship management, investment research, planning, and operations while developing a client-centric approach.

The program emphasizes analytical rigor, teamwork, and a strong work ethic, with exposure to partners and multiple offices. Eligible juniors class of 2028 are encouraged to apply.

Qualifications

• Must demonstrate a strong interest in a career in wealth management; relevant coursework and experience are a plus
• Superior analytical skills and demonstrated excellence in academic coursework
• Strong interpersonal skills and ability to articulate ideas
• Strong communication skills, both written and oral
• Strong work ethic
• Enthusiasm, a team player and achievement-oriented

Responsibilities

• Client relationship management and development of the appropriate approach to a client's customized wealth plan
• Global investment management, including asset allocation, individual equity and fixed income security analysis, and investment manager/fund due diligence
• Wealth planning strategies, including financial modeling, estate planning, income/estate/gift tax analysis, trust administration
• Client service and strategy implementation

Skills

Analytical skills

Interpersonal skills

Communication skills

Work ethic

Team player

Interest in wealth management

Education

Undergraduate - Junior (Class of 2028)

Job description

Evercore Wealth Management in New York, NY invites undergraduates to join the 10-week Summer Analyst Program within Wealth Management. You will rotate across relationship management, investment research, planning, and operations while developing a client-centric approach.

The program emphasizes analytical rigor, teamwork, and a strong work ethic, with exposure to partners and multiple offices. Eligible juniors class of 2028 are encouraged to apply.