Evercore Wealth Management, LLC is seeking a self-motivated individual who will be responsible for ensuring that clients who invest in alternative asset funds be able to do so in accordance with the terms and timeframes set forth by the funds. The individual in this role will be responsible for processing all quarterly/monthly valuations received as well as coordinating subscriptions, capital calls and distributions accurately and in a timely manner.
Candidates must be able to read Capital Account Statements and other notices and extract and interpret pertinent data for processing. This role entails heavy interaction with external contacts at the asset management firms and their service providers. The Alternative Investments Operations Analyst will also participate in the operational due diligence process for new funds to provide operational feedback regarding timeframes, capabilities, etc.
Responsibilities include:
Qualifications/ Skills:
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 www.evercore.com
Inclusion and Equal Opportunity Employment: Evercore is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
This opportunity is closed to applications.