Investment Operations Analyst - Evercore Wealth Management
Apply NowCompany: Evercore Partners Inc
Location: New York, NY 10025
Description:
Region
Americas
Location
New York
Business unit
Wealth Management
Job description
Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $13.8 billion in client assets, as of December 31, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com .
What is the Position?
Evercore Wealth Management is looking for recent graduate interested in being an Investment Operations Analyst. The responsibilities for this position will be to provide general support to Portfolio Managers and other investment professionals. This position will support all aspects of investment and portfolio activities which include preparing client presentation materials, preparing various client reports and performance reports, monitoring and reconciling client accounts, monitoring asset movement and trade settlement.
Primary Responsibilities:
The Investment Operations Analyst will be responsible for, but not limited to, the following:
Specific Qualifications:
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com .
Inclusion and Equal Opportunity Employment : Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $80,000-$85,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
Americas
Location
New York
Business unit
Wealth Management
Job description
Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $13.8 billion in client assets, as of December 31, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com .
What is the Position?
Evercore Wealth Management is looking for recent graduate interested in being an Investment Operations Analyst. The responsibilities for this position will be to provide general support to Portfolio Managers and other investment professionals. This position will support all aspects of investment and portfolio activities which include preparing client presentation materials, preparing various client reports and performance reports, monitoring and reconciling client accounts, monitoring asset movement and trade settlement.
Primary Responsibilities:
The Investment Operations Analyst will be responsible for, but not limited to, the following:
- Support and improve day to day operational workflows to ensure smooth execution across the teams
- Prepare presentation materials, client reports, performance reports, Investment Policy Statements, and Relationship Review reports
- Update monthly and quarterly reports
- Prepare, review and input portfolio trades directed by the investment professionals
- Prepare and send trade notifications to outside custodians, organize trade confirmations, and manage trade restrictions
- Monitor and resolve trade and account issues with brokers and custodians
- Account reconciliation, exception processing, and monitoring asset movement and trade settlements
- Set up new assets in various systems
- Research and respond to client inquiries in a timely manner
- Prepare materials for internal meetings and maintain meeting minutes
- Provide phone coverage and general administrative support to Portfolio Managers
- Address ad-hoc operational issues as needed
Specific Qualifications:
- Bachelor's Degree
- 0-2 Years Work Experience
- Interest in operational tasks
- Knowledge of, or exposure to the financial industry
- Strong Time-Management, Organizational and Communication Skills/Attention to detail
- Ability to multi-task in a fast-paced environment
- Ability to work independently, but also able to work in a team.
- Proficient in Microsoft Office- Word, Excel, PowerPoint
- Knowledge of Advent APX/Moxy, SalesForce, Factset, or Adobe, a plus
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com .
Inclusion and Equal Opportunity Employment : Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $80,000-$85,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities