Position: Evercore Wealth Management is seeking an experienced investment professional at the Associate or Vice President level to join our Manager Selection Committee investment team in New York. This role combines rigorous third-party manager research with both portfolio manager and selective client engagement, ensuring that both clients and internal investment teams remain well-informed on manager performance, positioning and strategic outlooks.
The position focuses on investment research and due diligence across liquid asset classes and private market strategies. The successful candidate will be responsible for identifying, evaluating, and monitoring external investment managers and funds for inclusion in client portfolios. Responsibilities include conducting detailed quantitative and qualitative analysis, assessing performance, risk, and portfolio fit, and developing investment recommendations for internal review.
This role requires strong analytical judgment, intellectual curiosity, and attention to detail, along with the ability to communicate effectively with internal stakeholders, external managers, and clients. The role requires a professional who can operate with independence while collaborating closely within a team-oriented investment environment.
Primary Responsibilities:
- Conduct in-depth quantitative and qualitative due diligence on third-party investment managers, including strategy analysis, organizational evaluation, investment process review, risk management evaluation, and performance attribution.
- Evaluate managers across equity, fixed income and private market strategies for potential inclusion in client portfolios.
- Produce written investment recommendations and present findings to the Manager Selection Committee, senior leadership and the broader investment team.
- Maintain ongoing dialogue with external managers regarding performance, positioning, and strategy evolution; identify emerging risks and recommending changes as appropriate.
- Serve as a subject matter expert on managers under coverage, acting as a key internal resource for internal portfolio managers and wealth advisors.
- Periodically interface with clients, partnering with portfolio managers to explain more complex strategies, manager recommendations and performance outcomes.
- Provide regular updates and reporting on manager activity, positioning and performance.
- Collaborate with internal portfolio managers to translate manager research into actionable portfolio positioning and solutions.
- Contribute to overall portfolio construction, idea generation and identification of differentiated strategies and emerging investment opportunities.
- Support proprietary and general market research, including asset allocation frameworks, capital market assumptions, valuation models, and quarterly market outlook.
Qualifications:
- CFA designation and/or MBA from a top-tier program strongly preferred.
- 3-6 years of relevant work experience in manager research, investment consulting, fund-of-funds or allocator roles.
- Exceptional analytical, quantitative, and qualitative assessment skills.
- Ability to clearly articulate and defend investment views, both verbally and in writing, and synthesize complex research into clear insights for both investment professionals and clients.
- Collaborative mindset, high professional integrity and strong work ethic.
Expected Base Salary Range: $125,000 - $175,000
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 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: 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.
