Senior Analyst, Wealth & Asset Management - IB
Evercore Inc.
Evercore seeks an Experienced Analyst for its Wealth & Asset Management team within the Financial Institutions Group in New York. You will work on a range of M&A transactions and strategic advisory assignments, with close collaboration to senior bankers on high-profile deals. The role emphasizes training junior analysts, executing financial analyses, due diligence, and client materials, while supporting new business development in a dynamic, global platform. #J-18808-Ljbffr Evercore Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Analyst, Wealth & Asset Management - IB in New York, NY vacancy
$85k - $105k
...Jefferies Wealth Fixed Income Execution Desk Middle Office/Trading Assistant/Business Analyst Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our... ...businesses, and further developing our Leucadia Asset Management alternative asset management platform. We...AssetFull timePart timeWork at officeLocal area$76k - $125.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating...SeniorAssetSummer holidayFlexible hours- Job SummaryAs an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate... ...M&A or capital market transactionsInteract with senior team members and client management teams on a daily...AssetWork experience placement
$160k - $185k
...International is a premier investment and wealth management firm with a commitment to growing... ..., a dynamic firm that spans asset management, wealth management, and fintech... ...happening around the world.Senior Quantitative Analyst, Quantitative & Risk AnalyticsOur Quantitative...SeniorAssetLocal area- Senior Business Analyst - Client Data & Analytics About the Opportunit yOur client... ...leading global investment management firm, is seeking a Senior... ...within financial services, asset management, investment... ...products, investment management, wealth management, or...SeniorAssetFlexible hours
$125k - $160k
Our client is a real estate firm/family office. They seek a Senior Analyst, Asset Management to join their Manhattan, NY office.ResponsibilitiesSupport financial operations for a diverse commercial and residential real estate portfolioDevelop budgets, forecasts, and financial...SeniorAssetWork at office- Sia Partners is seeking a Senior Manager to lead Wealth & Asset Management engagements in New York. You will drive strategy, operating model transformations, and AI/data modernization for asset managers, custodians, and banks. Strong leadership and client-management skills...SeniorAsset
$163.6k - $245.4k
...ProfessionalCompany: CitiThe Marketing Senior Analyst (SVP) is a pivotal member of... ...content.End-to-End Event Management: Own and manage all aspects... ...Citigroup, its clients and assets, by driving compliance with... ..., private banking, or wealth management, with approximately...SeniorAssetFull timeBank staffImmediate start$211.28k - $316.92k
...Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise...SeniorAssetFull time- EY’s Asset & Wealth Management Consulting practice in New York is seeking a senior professional to help asset and wealth managers align operating models, data, and technology with business strategies. You’ll work across traditional and alternative investments and support...SeniorAsset
- Job Summary As an Analyst in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate... ...M&A or capital market transactions Interact with senior team members and client management teams on a daily...AssetWork experience placement
$163.6k - $245.4k
...Resources, ProfessionalCompany: CitiAs a Senior Executive Talent Acquisition... ...with senior leaders in the Wealth and USCC businesses to hire talent at the Managing Director level.What you’ll do Drive... ...safeguarding Citigroup, its clients and assets, by driving compliance with...SeniorAssetFull time$95k - $130k
...Advisor seeking to transform traditional wealth management. Our quest is to integrate the... ...motivated professional to join our team as a Senior Associate. This role will work closely... ...Construct client performance and asset allocation reports Collaborate with...SeniorAssetFull timeWork experience placement$175k - $225k
...experts and gaining exposure to various asset classes, such as equities, options,... ..., and advanced trading, research, and management technology.This role can be based in any... ...land this role you will need:Senior Sell Side Analyst with 15+ names under coverageDisplays...SeniorAssetPermanent employmentFull timeWork at office$76k - $125.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.... ...escalating complex tax and client relationship matters to senior management and subject‑matter professionals, coordinating...SeniorAssetSummer holidayFlexible hours- Role Overview Mercor is seeking senior wealth management and asset management professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise investment and advisory contexts. The workflows are calibrated to the portfolio complexity, regulatory...SeniorAsset
- ...Senior Analyst, Asset Management Jamestown is a globally designed-focused real estate investment and management firm with a long track record of transforming spaces into innovation hubs and community centers. With offices across the United States, Europe, and Latin...SeniorAssetWork at office
Jamestown Management Corporation
New York, NY2 days ago $77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning,... ...company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetFull timeH1b- ...the J.P. Morgan Private Bank manages global multi-asset portfolios on a... ...You will work closely with senior portfolio decision-makers,... ...external collaborators (sell-side analysts, industry experts, third-party... ...VeteransJ.P. Morgan Asset & Wealth Management delivers industry...AssetWork experience placement
- ...recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax,... ...is an equal opportunity employer. Overview The Senior Practice Innovation Analyst supports the evaluation, implementation, and ongoing...SeniorAssetContract work
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...SeniorAssetFull timeH1b$90k - $180k
...support of our mission. We invest across diverse asset classes, financial structures, and industries, including... ...are currently seeking a candidate for a Senior Analyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit...SeniorAssetLocal areaFlexible hours$120k - $135k
...increased complexity and cost in owning, managing, and occupying real estate assets. Investors are requiring faster,... ...for clients.The RoleThe Analyst, Asset Management Services will support... ...Analyst will work with guidance from senior team members while developing increasing...SeniorAssetFull timeWork at officeLocal area- ...re seeking an innovative and strategic Senior Product Designer to drive the evolution... ...the Private Bank, with a core focus on wealth management products. In this role, you will help redefine... ..., financial transaction processing and asset management. We offer a competitive...SeniorAsset
- ...future team member for the role of Senior Director to join our Wealth Services Compliance team, supporting... ...advisory compliance coverage for BNY’s Managed Account Solutions’ business, which... ...provides an integrated platform for multi-asset portfolios. Assist in navigating...SeniorAssetWorldwideFlexible hours
$85k - $110k
Asset & Wealth Management: Risk Management, Analyst - New York YOUR IMPACT We are seeking an Analyst/Associate to join the Global Risk Management team within... ...on changes in risk metrics and stress tests to senior AM Risk Management Ensuring adherence with the independent...AssetFull timeTemporary workPart time$90k - $110k
Who You’ll Work With:Bernstein Senior Administrative Associates are... ...with Senior Executives, Wealth Advisors, and cross‑functional... ...priorities across the Private Wealth Management Platform. This role partners... ...and over $600 billion in assets under management.Join us in...SeniorAssetFull timeWork at officeFlexible hours$75k - $125k
YOUR IMPACTAs a Product Marketing Analyst, you'll play a meaningful role in shaping how clients and advisors experience Goldman Sachs' wealth management offerings. From building and overseeing integrated marketing campaigns across key audiences to crafting compelling narratives...AssetFull timeTemporary workPart time- ...drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing... ...succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week...AssetFull timeSummer workImmediate startVisa sponsorship
- Join the J.P. Morgan Asset Management Creative team as a Senior Production Designer, supporting the execution and refinement of global marketing initiatives... ..., including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management...SeniorAssetShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Analyst, Wealth & Asset Management - IB. Be the first to apply!
Related searches