# Investment Operations Analyst - EWM - San Francisco [Evercore](https://www.jorb.ai/firms/evercore.md) · New York · United States · [Operations](https://www.jorb.ai/jobs/operations.md) Evercore is hiring a Investment Operations Analyst - EWM - San Francisco in New York. Posted 2026-09-17; applications close 2026-11-16. **Apply**: https://evercore.tal.net/vx/lang-en-GB/mobile-0/appcentre-1/brand-5/xf-c0297b5da0df/candidate/so/pm/1/pl/3/opp/3330-Investment-Operations-Analyst-EWM-San-Francisco/en-GB Posted 1d ago. ## Role details ## Investment Operations Analyst Evercore Wealth Management (EWM) is seeking an Investment Operations Analyst to provide general support to the firm’s San Francisco-based Portfolio Managers. This core support and analytical role plays a critical part in the day-to-day investment process. The position is broad, hands-on, and likely to evolve. Responsibilities include preparing materials for client and prospect meetings; producing and maintaining performance reports; supporting trading and trade settlement through research and follow-up; monitoring and reconciling client accounts; and tracking asset movements. Much of the work is detailed, process-driven, and repetitive, but it is essential to delivering accurate, high-quality service to clients. The role offers a meaningful opportunity to learn the business and investment processes while gaining exposure to portfolio management operations, client reporting, and the inner workings of a wealth management firm. This position 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. The role is expected to evolve as technology enhances how EWM supports clients, making a growth mindset essential. ## Primary Responsibilities ### Reporting and Technology Support - Run reports and compile them into finished presentations for client meetings. - Review reports for accuracy and correct missing or incomplete data. - Set up periodic reports for new clients. - Generate recurring monthly and quarterly reports, or reports as needed. - Customize existing reports and create new report templates. ### Portfolio Management and Trading Support - Review daily trade reports and flag items for Portfolio Manager review. - Monitor recurring distributions and raise cash for client withdrawals when appropriate. - Prepare, review, and input trades directed by investment professionals. - Help 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 the 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 situations, analyze holdings, perform fee analyses, and create finished pitch decks for prospect meetings. - Support the new business process for nonprofit clients by gathering information for Requests for Proposals (RFPs) in conjunction with EWM’s RFP Committee. ### Compliance Support - Create draft Investment Policy Statements for Portfolio Managers to review and edit. - Collect data for Relationship and Regulatory Reviews while working with Wealth Advisors and Wealth Advisory Associates. ### Operations Support - Monitor transfers of assets and reconcile 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 and ensure smooth execution across teams. ## Qualifications - Bachelor’s degree required. - 0–3 years of work experience. - Knowledge of the financial industry and wealth management business. - Positive outlook, adaptability, and a strong willingness to learn. - Exceptional attention to detail, time management, organizational, and communication skills. - Ability to multitask in a fast-paced environment. - Ability to work independently when needed and thrive in a team-based model. - Proficiency with Microsoft Office, including Word, Excel, and PowerPoint. - Comfort using AI tools such as ChatGPT and Microsoft Copilot. - Knowledge of SS&C Black Diamond, Genesis/EZE, APX/Moxy, Practifi/Salesforce CRM, FactSet, and/or Bloomberg is a plus. ## Compensation and Work Authorization **Expected base salary range:** $80,000–$90,000 This position requires valid United States work authorization and is not eligible for visa sponsorship. In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility and availability, including: - Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursement 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. ## About Evercore Wealth Management Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth individuals, foundations, and endowments by delivering customized investment management, financial planning, and trust and custody services. Clients work directly with a dedicated team of independent thinkers who manage complex wealth and focus on delivering meaningful results. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Evercore Wealth Management also offers personal trust and custody services through its Wilmington, Delaware-based affiliate, Evercore Trust Company, N.A. More information about planning, investing, and personal fiduciary services is available at www.evercorewealthandtrust.com. ## Applying to this role This Investment Operations Analyst - EWM - San Francisco role at Evercore runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. 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