Senior Equity & Fixed Income Portfolio Manager

Evergreen Gavekal; Bellevue (WA); On-site; USD 180,000 - 240,000; Full time

Job summary

Evergreen Gavekal, a rapidly growing regional wealth manager with offices in Bellevue, Spokane, Portland, San Francisco, and Napa, seeks a Portfolio Manager to lead equity and fixed income analysis and guide portfolio construction. The role reports to the Chief Investment Officer and requires autonomy, strong analytical skills, and client-facing capabilities.

The ideal candidate will have 7+ years in investment analysis or related roles, CFA consideration, and proficiency with Bloomberg and

Qualifications

• Seven years of investment analysis experience or similar.
• Strong written and verbal communication abilities.
• Experience with risk management and trade execution.
• Proficiency with financial market analysis and digital research tools.

Responsibilities

• Perform fundamental and quantitative analysis of equities and fixed income across sectors.
• Guide portfolio construction, risk management, and asset allocation with the team.
• Analyze macroeconomic trends and credit market dynamics for portfolio positioning.
• Develop valuation, scenario analysis, and fund-flow models.
• Lead due diligence with external managers and present to clients.

Skills

Analytical skills

Autonomy

Proactive work ethic

Excellent communication

Research skills

Education

BA/BS in Finance, Economics, Mathematics

Tools

Bloomberg Terminal

Excel

Job description

Evergreen Gavekal, a rapidly growing regional wealth manager with offices in Bellevue, Spokane, Portland, San Francisco, and Napa, seeks a Portfolio Manager to lead equity and fixed income analysis and guide portfolio construction. The role reports to the Chief Investment Officer and requires autonomy, strong analytical skills, and client-facing capabilities.

The ideal candidate will have 7+ years in investment analysis or related roles, CFA consideration, and proficiency with Bloomberg and