Experienced Portfolio Management Analyst – Evercore Wealth Management

Experienced Portfolio Management Analyst – Evercore Wealth Management

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

• 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
• General: provide other support for PMs as needed
• 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 consideration
• External Manager research: support analysis of 3rd party funds, ETFs, offerings, and private investments as requested/needed
• Special investment projects: quantitative analysis for annual capital markets projections
• Meeting minutes: take or edit minutes of various investment meetings, on a rotating basis as needed
• Prospect presentations: analyze prospect holdings; perform fee analysis; create finished prospect deck for prospect meetings
• Request for Proposals (RFPs): support the new business process for non-profit clients by gathering necessary info and coordinating with EWM’s RFP Committee
• Investment Policy Statements: create draft IPS for PMs to review and edit as needed
• Relationship Reviews and “Reg 9s”: collect data as needed (fee calculations) and coordinate with Compliance to ensure all relevant reports are created (IPS, latest meeting materials, etc)
• Transfer of Assets: perform reconciliation of incoming assets; ensure cost bases are properly reflected in EWM systems
• Client reporting: update custom client reporting packages as needed

Preferred Qualifications

• Knowledge of Advent APX/Moxy, CRM, Bloomberg, Factset, a plus