Title: Portfolio Administrator
Reports to: Managing Director of Technology
Location: 55 East 52nd Street, New York, NY 10055
Role Overview
Evercore Wealth Management is seeking a portfolio administrator who is eager to work in a fast-paced environment and take on new challenges. The role’s primary focus is to be the steward of account and securities data in our performance accounting system to ensure timely and accurate client reporting. This role also provides client support for the Firm’s client website and mobility app and participation in other projects is expected. The candidate must have an understanding of the different investment vehicles, trading, data reconciliation process and performance reporting. The successful candidate will be the day-to-day liaison with an outsourced reconciliation vendor to review exceptions on daily basis.
Responsibilities
Requirements
About Evercore Wealth Management, LLC and Evercore Trust Company, N.A.
Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high‐net‐worth individuals, families, foundations, and endowments, delivering customize investment management and financial planning services. Evercore Wealth Management is an investment advisor registered with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company N.A., a national trust bank.
Clients at our firm work directly with a dedicated team of independent thinkers, managing complex wealth and focused on delivering meaningful results. Our Partners and other senior planning, investment, and fiduciary professionals are among the most experienced in their fields. Many of us have worked together for years and all are committed to our culture of institutional and individual integrity.
Our mission is to meet our clients’ financial goals, and to earn and sustain their trust. More information can be found at www.evercorewealthandtrust.com.
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, strategic shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, South America 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-protected factors.
This opportunity is closed to applications.