Managing Director, Portfolio Leadership
Evercore
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Evercore Wealth Management seeks an experienced Managing Director and Portfolio Manager to join its Minneapolis team. This senior role advises sophisticated high net worth and ultra-high-net-worth individuals within a collaborative wealth management platform.
The Managing Director will lead client relationships, shape portfolio strategy, and contribute to investment thinking and business development in Minneapolis.
Qualifications
- Significant experience in investment and portfolio management, preferably 10–14+ years.
- Lead Portfolio Manager and trusted advisor on sophisticated client relationships.
- Deep knowledge of asset allocation, portfolio construction, risk management across asset classes.
- Strong ability to translate market issues into clear client guidance.
Responsibilities
- Serve as lead Portfolio Manager and investment advisor for high net worth client relationships.
- Develop and oversee client investment strategies, including asset allocation and risk management.
- Provide customized investment advice reflecting client objectives and wealth planning.
- Mentor and develop other investment professionals and expand client relationships.
Skills
Education
Job description
Evercore Wealth Management seeks an experienced Managing Director and Portfolio Manager to join its Minneapolis team. This senior role advises sophisticated high net worth and ultra-high-net-worth individuals within a collaborative wealth management platform.
The Managing Director will lead client relationships, shape portfolio strategy, and contribute to investment thinking and business development in Minneapolis.
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