Investment Operations Analyst, EWM

About the Role

Evercore Wealth Management (EWM) is seeking an Investment Operations Analyst to provide general support to the firm’s San Francisco-based Portfolio Managers. This is a core support and analytical role that plays a critical part in the day-to-day functioning of the investment process. This position is broad, hands-on and likely to evolve. The right candidate will gain exposure to portfolio management operations, client reporting and the inner workings of a wealth management firm while working closely with experienced investment professionals. It is well suited for an entry-level or early career professional who is highly organized, detail-oriented and motivated to learn about the wealth management industry through meaningful, behind-the-scenes work. A growth mindset is key, as the role is expected to evolve as technology enhances how clients are supported.

Key Responsibilities

Reporting & Technology Support

• Run reports and compile into finished presentations for client meetings
• Review reports for accuracy and work to correct missing or incomplete data
• Set up periodic reports for new clients
• Generate recurring monthly and quarterly reports or as needed
• Customize existing reports and create new report templates

Portfolio Management & Trading Support

• Review daily trade reports and flag items for PM review
• Monitor recurring distributions and raise cash for client withdrawals if appropriate
• Prepare, review and input trades directed by investment professionals
• Help to manage trade restrictions
• Prepare and send trade notifications to outside custodians
• Monitor and resolve trade and account issues with brokers and custodians
• Assist with scenario analysis for third-party separately managed accounts (SMAs) and coordinate account opening
• Liaise with EWM Fixed Income group on bond orders
• Prepare materials for internal Portfolio Manager meetings
• Create portfolio groups for new accounts and update existing portfolio groups as needed
• Research client inquiries in a timely manner
• Work on special projects as requested

Business Development Support

• Oversee data intake regarding prospects’ financial situation; analyze holdings; perform fee analysis; and create finished pitch deck for prospect meetings
• Support the new business process for non-profit clients by gathering information for Request for Proposals (RFPs) in conjunction with EWM’s RFP Committee

Compliance Support

• Create draft Investment Policy Statements for PMs to review and edit
• Collect data for Relationship and Regulatory Reviews working with Wealth Advisors and Wealth Advisory Associates

Operations Support

• Monitor transfer of assets and perform reconciliation of incoming assets in conjunction with the Wealth Advisory team
• Reconcile and confirm incoming in-kind transfers, including cost basis
• Identify missing cost basis information and ensure cost bases are properly reflected in EWM systems
• Assist with asset division projects
• Re-register alternative fund investments
• Use AI and other tools to support and improve day-to-day operational workflows to ensure smooth execution across teams

Requirements & Tech Stack

• Microsoft Office (Word, Excel, PowerPoint) proficiency
• Comfortable using AI tools (ChatGPT, Microsoft Copilot etc.)
• Knowledge of SSNC Black Diamond, Genesis/EZE, APX/Moxy, Practifi/Salesforce CRM, FactSet, and/or Bloomberg is a plus.

Qualifications

• Bachelor’s degree required
• 0-3 years work experience
• Financial industry and wealth management business knowledge
• Positive outlook, nimble, and strong willingness to learn
• Exceptional attention to detail, time-management, organizational, and communication skills
• Ability to multi-task in a fast-paced environment
• Ability to work independently when needed, but also able to thrive in a team-based model
• Must have valid United States work authorization and is not eligible for visa sponsorship.

Compensation & Benefits

• Expected Base Salary Range: $80,000 - $90,000
• Employees may be eligible to receive a discretionary bonus.
• Benefits include:
• 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