Group Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth individuals, foundations, and endowments, providing a more personal alternative to the big banks, brokerages, and trust companies. Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results.
What is the position? Evercore seeks to hire a Portfolio Management Analyst for its Wealth Management team in San Francisco, CA
.
Primary Responsibilities: The Analyst will be responsible for partnering with the firm’s San Francisco based Portfolio Managers and other professionals. This position contributes to investment and portfolio activities including supporting research and analysis, client material preparation, trading, performance reporting, monitoring and reconciling client accounts, monitoring asset movement and trading and trade settlement. This role will also contribute to the firm’s business development through work on proposals and interactions with prospects. This is a broad and diverse role with numerous ways to contribute to the firm, work with clients and progress quickly as a professional with experienced and supportive mentors. The Analyst's primary responsibilities will include, but are not limited to, the followin
g:
Portfolio Managem
- ent
Trade creation: block trade entry, support and backup trading for SF based PMs; liaise with Fixed Income group on bond or - dersTrade settlement: communicate trade details to 3rd party custodians and verify trade details are reflected in EWM reporting sy
- stemPortfolio reporting: run reporting packages for periodic PM meetings; run & review daily trade reports (overdrafts, in & outflows) and flag items for PM re
- viewData quality control: review reports and work to correct missing or bad
- dataClient presentations: run reports and compile into finished presentation for client meet
- ingsGeneral: provide other support for PMs as ne
eded
Investment Su
- pport
Core Equity research: potential to contribute to the firm’s Core Equity team by covering quarterly earnings calls, summarizing earnings reports, conducting analysis and gathering information for new ideas under conside - rationExternal Manager research: support analysis of 3rd party funds, ETFs, offerings, and private investments as requested/
- neededSpecial investment projects: quantitative analysis for annual capital markets proje
- ctionsMeeting minutes: take or edit minutes of various investment meetings, on a rotating basis as
needed
Business Deve
- lopment
Prospect presentations: analyze prospect holdings; perform fee analysis; create finished prospect deck for prospect - meetingsRequest for Proposals (RFPs): support the new business process for non-profit clients by gathering necessary info and coordinating with EWM’s RFP C
ommittee
Compliance and Risk Managemen
- t Support
Investment Policy Statements: create draft IPS for PMs to review and edit - as neededRelationship Reviews and “Reg 9s”: collect data as needed (fee calculations) and coordinate with Compliance to ensure all relevant reports are created (IPS, latest meeting mater
ials, etc)
Client Service/
- Ops Support
Transfer of Assets: perform reconciliation of incoming assets; ensure cost bases are properly reflected in - EWM systemsClient reporting: update custom client reporting packag
es as needed
Specific Qu
- alifications:Bachelor’s de
- gree required0-2 years wo
- rk experienceFinancial industry and wealth management busin
- ess knowledgePositive outlook, nimble and strong willing
- ness to learnExceptional time-management, organizational and communication skills/attent
- ion to detailAbility to multi-task in a fast pace
- d environmentAbility to work independently, but also able to thrive in a tea
- m based modelProficient in Microsoft Office- Word, Exce
- l, PowerpointKnowledge of Advent APX/Moxy, CRM, Bloomberg, Fa
ctset, a plus
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-pro
tected factors.
Expected Base Salary Range: $
80,000 - $90,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but ar
- e not limited to:
Medical, prescription, dental, and vision insurance, including healthcare savings and reimb - ursements accounts401(
- k) Retirement PlanLife and disability insurance, including additional voluntary financial pr
- otection insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-si
- te health servicesFamily-building and famil
- y-support benefitsPaid parental, caregiver, marriage and
- bereavement leaveCommuter benefits, health club membership discounts, and other c
- orporate discountsPaid holidays, vacation days, personal days, sick days, and volun
teer opportunities
