2027 Evercore Wealth Management Summer Analyst Program – New York

Evercore • , NY

8d • Onsite

About The Position

The 10-week Evercore Wealth Management Summer Intern Program is designed to provide highly capable and motivated undergraduates with a representative introduction across wealth management, including exposure to relationship management, business development, strategic wealth planning, portfolio management and investment research, trust and estate administration, and operations. The program seeks candidates with superior analytical skills, strong interpersonal skills, dedicated work ethic, and a commitment to excellence with a strong interest in wealth management. Summer Interns will work closely with partners and teams across verticals and offices on a rotating basis. Interns will draw on their range of experiences to develop a business development plan as well as a case study to demonstrate their growing knowledge of comprehensive wealth management including: 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.

Requirements

• Undergraduate – Junior (Class of 2028)
• Must demonstrate a strong interest in a career in wealth management
• 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
• Valid United States work authorization

Nice To Haves

• Relevant coursework and experience are a plus

Responsibilities

• Develop a business development plan.
• Develop a case study to demonstrate growing knowledge of comprehensive wealth management.
• Gain exposure to relationship management, business development, strategic wealth planning, portfolio management and investment research, trust and estate administration, and operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed