Experienced Portfolio Management Analyst - Evercore Wealth Management

Evercore • San Francisco, CA

302d • $80,000 - $90,000

About The Position

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. Evercore seeks to hire a Portfolio Management Analyst for its Wealth Management team in San Francisco, CA.

Requirements

• Bachelor's degree required.
• 0-2 years work experience.
• Financial industry and wealth management business knowledge.
• Positive outlook, nimble and strong willingness to learn.
• Exceptional time-management, organizational and communication skills/attention to detail.
• Ability to multi-task in a fast paced environment.
• Ability to work independently, but also able to thrive in a team based model.
• Proficient in Microsoft Office- Word, Excel, Powerpoint.
• Knowledge of Advent APX/Moxy, CRM, Bloomberg, Factset, a plus.

Responsibilities

• Partner with the firm's San Francisco based Portfolio Managers and other professionals.
• Contribute 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.
• Contribute to the firm's business development through work on proposals and interactions with prospects.
• Trade creation: block trade entry, support and backup trading for SF based PMs; liaise with Fixed Income group on bond orders.
• Trade settlement: communicate trade details to 3rd party custodians and verify trade details are reflected in EWM reporting system.
• Portfolio reporting: run reporting packages for periodic PM meetings; run & review daily trade reports (overdrafts, in & outflows) and flag items for PM review.
• Data quality control: review reports and work to correct missing or bad data.
• Client presentations: run reports and compile into finished presentation for client meetings.
• Provide other support for PMs as needed.
• Core Equity research: cover quarterly earnings calls, summarize earnings reports, conduct analysis and gather information for new ideas under consideration.
• Support analysis of 3rd party funds, ETFs, offerings, and private investments as requested/needed.
• Quantitative analysis for annual capital markets projections.
• Take or edit minutes of various investment meetings, on a rotating basis as needed.
• Analyze prospect holdings; perform fee analysis; create finished prospect deck for prospect meetings.
• Support the new business process for non-profit clients by gathering necessary info and coordinating with EWM's RFP Committee.
• Create draft Investment Policy Statements (IPS) for PMs to review and edit as needed.
• Collect data as needed (fee calculations) and coordinate with Compliance to ensure all relevant reports are created (IPS, latest meeting materials, etc).
• Perform reconciliation of incoming assets; ensure cost bases are properly reflected in EWM systems.
• Update custom client reporting packages as needed.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Real Estate
• Education Level: Bachelor's degree