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Programme
Internship
Location
New York City, NY
Duration
10 weeks
About the role
Evercore Wealth Management’s 10-week Summer Intern Program in New York gives undergraduate juniors graduating in 2028 rotating exposure to relationship management, business development, wealth planning, portfolio management, investment research, trust administration, and operations. Interns develop a business development plan and comprehensive wealth management case study while working with teams across verticals and offices.
Responsibilities and Exposure
- Support client relationship management and develop approaches for customized client wealth plans.
- Gain exposure to global investment management, asset allocation, security analysis, and investment manager due diligence.
- Explore wealth planning, financial modeling, estate planning, tax analysis, and trust administration.
- Learn about client service, strategy implementation, business development, and wealth management operations.
Program Structure
- Participate in a 10-week summer program based in New York, New York.
- Work with partners and teams across wealth management verticals and offices on a rotating basis.
- Develop a business development plan and comprehensive wealth management case study.
Eligibility and Work Authorization
- Undergraduate junior expected to graduate with the Class of 2028.
- Must have valid United States work authorization; the position is not eligible for visa sponsorship.