2027 Evercore Wealth Management Summer Analyst Program – New York

2027 Evercore Wealth Management Summer Analyst Program – New York

Evercore seeks to hire Summer Interns to join our Wealth Management business located in New York, New York.

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.

Summer Interns will work closely with partners and teams across verticals and offices on a rotating basis. Interns will use their range of experiences to develop a business development plan and a case study demonstrating 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, and trust administration
• Client service and strategy implementation

Qualifications

Specific Qualifications

• Undergraduate – Junior (Class of 2028)
• Demonstrated strong interest in a career in wealth management; relevant coursework and experience are a plus
• Superior analytical skills and demonstrated excellence in academic coursework
• Strong interpersonal skills and the ability to articulate ideas
• Strong communication skills, both written and oral
• Strong work ethic
• Enthusiasm, team player, and achievement-oriented

This position requires valid United States work authorization and is not eligible for visa sponsorship.

About Evercore Wealth Management

Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized strategic wealth planning, investment management, and trust and custody services.

Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission (the “SEC”), with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Registration with the SEC does not imply a certain level of skill or training. The firm manages $16.2 billion in client assets, as of June 30, 2026.

Evercore Wealth Management also offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A., a national trust bank regulated by the Office of the Comptroller of the Currency.

Firm Description: About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our