Investment Analyst Jobs in New York
Investment Analyst jobs in New York are among the most active in the country, concentrated in asset management, private equity, investment banking, and corporate finance across entry-level analyst programs through senior portfolio roles. Most hiring centers on Manhattan, with additional volume in Midtown and the Financial District, though firms in White Plains and Stamford-adjacent corridors also recruit heavily from the New York talent pool. Blackstone, JPMorgan Chase, and Goldman Sachs are among the established names with consistent analyst hiring, and demand is strongest in credit analysis, equity research, and alternative investments. Find a role that fits below and apply directly.
Find Investment Analyst JobsOverview
Showing 5 of 79+ Investment Analyst jobs
Investment Operations Analyst - EWM - San Francisco
What is the position?
Evercore Wealth Management (“EWM”) is seeking an Investment Operations Analyst to provide general support to the firm’s San Francisco-based Portfolio Managers. This is a core support and analytical role that plays a critical part in the day-to-day functioning of the investment process.
This 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 and presents a meaningful opportunity to learn the business and investment processes.
The right candidate will gain exposure to portfolio management operations, client reporting and the inner workings of a wealth management firm while working closely with experienced investment professionals. It 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. We expect the role to evolve as technology enhances how we support clients, so a growth mindset is key.
Primary Responsibilities: This role will be responsible for, but not limited to, the following:
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
- Monitor recurring distributions and raise cash for client withdrawals if appropriate
- Prepare, review and input trades directed by investment professionals
- Help to 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 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 situation; analyze holdings; perform fee analysis; and create finished pitch deck for prospect meetings
- Support the new business process for non-profit clients by gathering information for Request for Proposals (RFPs) in conjunction with EWM’s RFP Committee
Compliance Support
- Create draft Investment Policy Statements for PMs to review and edit
- Collect data for Relationship and Regulatory Reviews working with Wealth Advisors and Wealth Advisory Associates
Operations Support
- Monitor transfer of assets and perform reconciliation of 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 to ensure smooth execution across teams
Specific Qualifications:
- Bachelor’s degree required
- 0-3 years work experience
- 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
- Ability to multi-task in a fast-paced environment
- Ability 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
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. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements 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, delivering customized investment management, financial planning and trust and custody services. Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused 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. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.
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 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.
Investment Operations Analyst - EWM - San Francisco
What is the position?
Evercore Wealth Management (“EWM”) is seeking an Investment Operations Analyst to provide general support to the firm’s San Francisco-based Portfolio Managers. This is a core support and analytical role that plays a critical part in the day-to-day functioning of the investment process.
This 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 and presents a meaningful opportunity to learn the business and investment processes.
The right candidate will gain exposure to portfolio management operations, client reporting and the inner workings of a wealth management firm while working closely with experienced investment professionals. It 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. We expect the role to evolve as technology enhances how we support clients, so a growth mindset is key.
Primary Responsibilities: This role will be responsible for, but not limited to, the following:
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
- Monitor recurring distributions and raise cash for client withdrawals if appropriate
- Prepare, review and input trades directed by investment professionals
- Help to 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 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 situation; analyze holdings; perform fee analysis; and create finished pitch deck for prospect meetings
- Support the new business process for non-profit clients by gathering information for Request for Proposals (RFPs) in conjunction with EWM’s RFP Committee
Compliance Support
- Create draft Investment Policy Statements for PMs to review and edit
- Collect data for Relationship and Regulatory Reviews working with Wealth Advisors and Wealth Advisory Associates
Operations Support
- Monitor transfer of assets and perform reconciliation of 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 to ensure smooth execution across teams
Specific Qualifications:
- Bachelor’s degree required
- 0-3 years work experience
- 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
- Ability to multi-task in a fast-paced environment
- Ability 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
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. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements 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, delivering customized investment management, financial planning and trust and custody services. Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused 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. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.
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 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.
See All 79 Investment Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Investment Analyst JobsInvestment Analyst Jobs by City in New York
Where New York roles are concentrated, by current openings.
Investment Analyst Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase20
- Citi4
- Société Générale4
- MUFG3
- Alantra3
Top Industries Hiring
- Investment & Asset Management19
- Banking & Financial Services14
- Fintech7
- Insurance2
What New York Employers Look For
The qualifications that appear most often in investment analyst jobs across New York.
- Bachelor's degree in finance, economics, or accounting from an accredited institution
- Series 7 and Series 63 licenses issued by FINRA, required for many New York roles
- Proficiency in financial modeling, DCF analysis, and valuation techniques
- Experience with Bloomberg Terminal, FactSet, or similar institutional data platforms
- CFA designation or active candidacy strongly preferred by New York buy-side firms
- Strong written and verbal communication skills for presenting findings to investment committees
Investment Analyst Jobs in New York: Frequently Asked Questions
How do you become an investment analyst in New York?
Most investment analyst roles in New York require a bachelor's degree in finance, economics, or a related field, followed by obtaining FINRA licensing, typically the Series 7 and Series 63 exams, which are required for roles involving securities recommendations or transactions. Many New York firms recruit directly from undergraduate programs, and earning or pursuing the CFA designation significantly strengthens candidacy on the buy side. Internships at New York asset managers or banks are the most common entry point.
How much do investment analysts make in New York?
Investment analysts in New York earn a median of about $127,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,540 for the lowest 10% to over $225,380 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire investment analysts in New York?
Employers hiring investment analysts in New York right now include JPMorganChase, Citi, and Société Générale, based on current listings on Migrate Mate as of September 2026. New York's density of hedge funds, private equity firms, and bulge-bracket banks means the hiring pool here is broader and more specialized than virtually any other market in the country.
Which New York cities have the most investment analyst jobs?
The most investment analyst openings in New York are concentrated in New York, Rochester, and Garden City. Manhattan dominates because it is home to the headquarters of major banks, asset managers, and private equity firms, while cities like White Plains and Long Island City attract regional offices and boutique firms that draw from the broader New York metro labor pool.
Are there remote investment analyst jobs in New York?
Yes, and more than many finance roles. About 33% of investment analyst openings tied to New York are remote or hybrid as of September 2026, reflecting how much of the work involves research, modeling, and reporting that can be done off-site. Roles involving direct client interaction or trading-desk support tend to require in-person presence, while research-focused and back-office analyst positions are the most likely to offer remote flexibility.
How can I get hired as an investment analyst in New York with little or no experience?
The most realistic entry path is a rotational analyst program at a large New York firm. JPMorgan, Goldman Sachs, and Blackstone all run structured new-graduate analyst programs that provide training before placing candidates on specific desks. Candidates without direct experience can also transition from adjacent roles such as financial reporting associate, credit operations analyst, or equity research assistant. Building a financial model portfolio and passing the CFA Level 1 exam gives candidates a measurable edge when applying to these programs.
Where can I find and apply to investment analyst jobs in New York?
You can find and apply to investment analyst jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Search the listings to see roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 79 Investment Analyst Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Investment Analyst Jobs