Wealth Management Intern

Return to search results 2027 Evercore Wealth Management Summer Analyst Program – New York Region   Americas Location   New York Group   Wealth Management Program type   Summer internship Level   Analyst Job description   2027 Evercore Wealth Management Summer Analyst Program – New YorkEvercore 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. 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. More information on specific qualifications is below.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 planGlobal investment management, including asset allocation, individual equity and fixed income security analysis, and investment manager/fund due diligenceWealth planning strategies, including financial modeling, estate planning, income/estate/gift tax analysis, trust administrationClient service and strategy implementationSpecific Qualifications:Undergraduate – Junior (Class of 2028)Must demonstrate a strong interest in a career in wealth management; relevant coursework and experience are a plusSuperior analytical skills and demonstrated excellence in academic courseworkStrong interpersonal skills and ability to articulate ideasStrong communication skills, both written and oralStrong work ethicEnthusiasm, a team player and achievement-orientedAbout Evercore Wealth Management, LLC and Evercore Trust Company, N.A.: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. Additionally, Evercore Wealth Management 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. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at . This position requires valid United States work authorization and is not eligible for visa sponsorship.Firm Description:About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit .Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.Expected Base Salary Range: $80,000 - $80,000