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# Experienced Data Analyst - Wealth Management - New York

- **Company:** Evercore Inc.
- **Location:** New York, NY, United States
- **Experience:** Experienced
- **Salary:** $90,000.0 - $120,000.0
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Algorithmic Trading, Data Analysis, Business Software, Business Systems, Data Governance, Python (Programming Language), Power BI, SQL Databases, Data Streaming, Tableau (Software), Information Technology
- **Published:** July 23, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=fff16f05940b1b88

## About the Role

Minimum 3 years of experience as a data or business systems analyst, operations, or similar role within financial services or a related industry
Strong analytical skills with the ability to work with and interpret data across multiple systems
Demonstrated ability to troubleshoot issues and think critically to identify practical solutions
Excellent verbal and written communication skills, with the ability to clearly explain technical concepts to non-technical audiences
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
Proficiency in data analysis and automation tools such as SQL, Power BI, Tableau, Python
Experience with portfolio accounting, trading systems, or reconciliation processes is preferred
Exposure to workflow tools, data governance concepts, and automation technologies
Interest in emerging technologies, including AI and data-driven solutions
Bachelor's degree in Data Science, Computer Science, Engineering, Business, Finance, or a related field

## Description

The Analyst will play a key role in supporting day-to-day system operations and data flows, troubleshooting issues, improving data quality, and partnering with stakeholders to drive process improvements. This position offers the opportunity to work across portfolio accounting, trading, reporting, and client-facing platforms while contributing to strategic initiatives including data governance, workflow automation, and AI enablement., Primary Responsibilities: The Data Analyst will work closely with business, operations, and technology teams to understand existing processes, identify opportunities for improvement, support AI enablement and help deliver scalable solutions., Support and maintain data throughout core business applications, including client relationship management, portfolio accounting, trading, and reporting systems
Help implement and enforce a data governance framework, including data quality standards, controls, and documentation
Assist in troubleshooting data and system issues, performing root cause analysis, and coordinating resolution with internal teams and external vendors
Analyze operational and financial data to identify trends, discrepancies, and opportunities for process improvement
Assist in evaluating and integrating AI-enabled tools to enhance productivity, reporting, and decision-making
Partner with stakeholders to document current-state workflows and design more efficient future-state processes
Contribute to workflow automation initiatives to improve efficiency and reduce manual processes
Support ongoing system implementations and enhancements as part of the firm's broader technology transformation
Create clear and concise documentation, including process flows, system guides, and training materials
Provide day-to-day user support and training to business teams as needed


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