Hiring: Investment Operations Analyst - EWM - San Francisco Company: Evercore Location: San Francisco Bay Area Job Posted Time: 2026-09-16 14:32:58 Employment Type: On-site Target Skills & Keywords : Financial Planning, Fixed Income, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Portfolio Management, Salesforce, Wealth Management About the job Experience: •0-3 years work experience •3 years work experience Required Skills: •Reporting & Technology Support •Run reports and compile into finished presentations for client meetings •Review reports for accuracy and work to correct missing or incomplete data •Set up periodic reports for new clients •Generate recurring monthly and quarterly reports or as needed •Customize existing reports and create new report templates •Portfolio Management & Trading Support •Review daily trade reports and flag items for PM review Qualifications: •Bachelor’s degree required •Financial industry and wealth management business knowledge •Positive outlook, nimble and strong willingness to learn •Exceptional attention to detail, time-management, organizational and communication skills •Demonstrated capacity to multi-task in a fast-paced environment •Demonstrated capacity to work independently when needed, but also able to thrive in a team-based model •Proficient with Microsoft Office (Word, Excel, PowerPoint) •Comfortable using AI tools (ChatGPT, Microsoft Copilot etc.) •Knowledge of SSNC Black Diamond, Genesis/EZE, APX/Moxy, Practifi/Salesforce CRM, FactSet and/or Bloomberg a plus •This position requires valid United States work authorization and is not eligible for visa sponsorship. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!