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.
- Boston Consulting Group in New York is seeking a Senior Analyst - BCG Vantage on our Topic Activation path within the Financial Institutions... .... You will work with a global team delivering value to Wealth & Asset Management clients using industry expertise, data, and proprietary...SeniorAsset
$83.6k - $130k
...per week Business Unit Overview Join Wealth Management Solutions, where your expertise empowers... ...a highly skilled and detail-oriented Senior Analyst to join the Wealth Management... ...and prepare a monthly performance and asset attribution analysis to assess business...SeniorAssetLocal areaShift work3 days per week$100k - $160k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...team regularly engages with senior divisional stakeholders, the... ...experience of the candidate, Analyst and Associate level candidates...SeniorAssetFull timeTemporary workPart timeWork at officeShift work$100k - $133.6k
...fundraising and efforts of the Private Wealth Solutions Capital Markets Group with a focus... ...capital raising efforts and fund management teams.Effectively communicate specific details... ...portfolio spans $93.2 billion¹ of assets across such property types as living, office...SeniorAssetWork at officeLocal area$83.1k - $141.3k
...Senior Business AnalystAbout Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide... ...change at scale.The Senior Business Analyst plays a critical role in enterprise transformation...SeniorAssetH1bWork at officeWorldwideFlexible hours$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$72.1k - $120.2k
...financial goals. Job Overview The Senior Analyst is an analytical, highly... ..., Board of Directors, and Management Committee Drive cross-... ...is among the fastest growing wealth management firms in the U.S.... ...trillion in brokerage and advisory assets on behalf of approximately 8...SeniorAssetWork experience placementWork at officeWork from home- 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
- Insight Global is seeking an Internal Auditor for the Asset Wealth Management team, joining audits for a large investment banking client. The role involves executing audits, contributing to testing, and drafting work papers and reviews. The position is onsite, 8:00 AM-5...SeniorAsset
$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...SeniorAssetFull timeLocal area- DescriptionAre you curious about asset allocation, portfolio management, and investment strategies? We're seeking... ...—from training and mentorship from senior leaders to projects that engage your... ...channel (in Private Bank and U.S. Wealth Management) to understand their respective...AssetWorldwide
$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein... ...on AB’s deep research expertise across asset classes and geographiesWe are seeking a... ...management team, business heads and senior management on risk management efforts...AssetFull timeTemporary workWork experience placement$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- Brown Advisory in New York is seeking a Senior Addepar Data Engineer / Analyst to enhance our Wealth and Asset Management data capabilities. This role will focus on the Addepar data ecosystem and will require a strong background in data engineering, analytics, and investment...SeniorAsset
- 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
$105k - $120k
About Investment Management Investment Management strives to deliver... ...of uncommon care. Senior Analyst or Associate, Business Development... ...experience in investment management, wealth management, private equity,... ...community. With over $100B assets under management, we seek to...SeniorAssetWork at office- ...provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and... ...Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary...SeniorAsset
- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...SeniorAsset
$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- City National Bank is seeking a Senior Specialty Wealth Asset Officer to lead investment/asset management for complex real estate and related assets held in fiduciary accounts. You will oversee property operations, coordinate with third parties, and manage asset-level projects...SeniorAsset
$132.5k - $172.5k
...Brown Advisory is an independent investment management and strategic advisory firm committed to delivering... ...Position SummaryBrown Advisory is seeking a Senior Addepar Data Engineer / Analyst to help advance the firm’s Wealth and Asset Management data capabilities. This role is...SeniorAssetFull timeTemporary workH1bWork at officeWorldwide3 days per week- EY is seeking a Financial Services Technology Consulting Senior to lead the implementation and optimization of Charles River Development (CRD) in Wealth & Asset Management. The role requires hands-on CRD experience, strong SQL skills, and a background in asset management...SeniorAsset
$65k - $80k
Position Overview The Neuberger Wealth Operations team supports our Wealth Management business, focusing on account opening and maintenance, and document‑driven workflows. The team provides high‑level client service to the Wealth Management and Client Service teams it supports...SeniorLocal area$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- New York Life Insurance Co. seeks a Senior Analyst for the Wealth Management Analytics team to deliver data-driven insights and automate real-time data access. You will partner with leadership, perform advanced analyses, and contribute to pricing and capital decisions....Senior
- Job Responsibilities: The Wealth Management Reconciliation Analyst is responsible for end to end analysis and resolution of complex FITB, Nostro, and Depot... ...and Nostro / Depot reconciliations in a Wealth or Asset Management environment. Strong transaction level analysis...Asset
$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory... ...supporting high net worth clients by managing their personal, financial, and... ...candidates will have a strong background in wealth management, exceptional communication skills...SeniorWork at office$35 per hour
About Rockefeller Capital Management Rockefeller Capital... ...$224 billion in client assets as of June 30, 2026. Position... ...a distinctive Summer Analyst Program experience as a... ...peers, mentors, and senior leaders throughout the... ...the Global Family Office Wealth Planning Center. The...AssetHourly paySummer workInternshipWork at officeLocal area$120k - $130k
...serving institutional investors and asset managers worldwide. We are expanding our research... ...at the center of that effort. The Senior Research Analyst, Institutional Intelligence will work... ...private equity allocation, a sovereign wealth fund issuing an RFP for a new fixed...SeniorAssetFull timeFor contractorsCasual workWork at officeRemote workWork from homeWorldwideHome officeMonday to FridayWeekend workDay shiftAfternoon shift3 days per weekEarly shift- 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
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