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Assistant - Portfolio Investment (Wealth Management)

Expired Job

Evercore Partners Inc New York , NY 10007

Posted 7 days ago

Evercore Wealth Management is looking for a Portfolio Investment Assistant who will be responsible for providing general support to Portfolio Managers and other investment professionals. This position will support all aspects of investment and portfolio activities which include preparing client presentation materials, preparing various client reports and performance reports, monitoring and reconciling client accounts, monitoring asset movement and trade settlement.

Job Functions/Responsibilities:

The Portfolio Investment Assistant will be responsible for, but not limited to, the following:

  • Prepare presentation materials

  • Prepare various client and performance reports

  • Prepare Investment Policy Statements

  • Prepare Relationship Review reports

  • Prepare and review portfolio trades

  • Prepare custodian trade notifications

  • Account reconciliation and exception processing

  • Monitor asset movement and trade settlements

  • Support Portfolio Managers in preparation of portfolio programs

  • Research and respond to client inquiries

  • Prepare materials for various meetings and maintain meeting minutes

  • Respond to inquiries in a timely manner

  • Update necessary monthly and quarterly reports

  • Provide phone coverage for the Portfolio Managers

  • Provide general administrative support


  • Bachelor's Degree

  • 0-2 Years Work Experience

  • Financial industry knowledge

  • Strong Time-Management, Organizational and Communication Skills/Attention to detail

  • Ability to multi-task in a fast paced environment

  • Ability to work independently, but is also able to work in a team.

  • Proficient in Microsoft Office- Word, Excel, Powerpoint

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

  • Only one-page resumes will be accepted

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Assistant - Portfolio Investment (Wealth Management)

Expired Job

Evercore Partners Inc