Experienced Equity Research Associate/Vice President - Wealth Management

Return to search results Experienced Equity Research Associate/Vice President - Wealth Management Region   Americas Location   New York Group   Wealth Management Job description   What is the Position? Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek to hire a self-motivated and capable individual to collaborate with a team of senior Equity Portfolio Managers in the New York office on the firm’s core equity portfolio. They will conduct proprietary research of portfolio companies and companies under consideration for portfolio inclusion with a focus on fundamental research. This will include analysis through primary and secondary sources of senior management, long-term capital allocation, customers, competitors, government regulatory factors, and sector and industry dynamics. There will be opportunity to take ownership of specific companies in the portfolio and will be expected to contribute to new idea generation.Primary Responsibilities: Equity Research Associate/Vice President responsibilities include, but are not limited to the following:Conducting financial and valuation analysisInterpreting complex financial and accounting issuesUnderstanding industry and competitive dynamics that will help to shape investment thesisSpecific Qualifications:MBA from a top school and/or the CFA designation3-6 years of relevant work experienceStrong grasp of corporate finance, valuation, and financial accountingSuperior analytical skills and demonstrated excellence in academic courseworkAbility to articulate and defend ideasOutstanding communications skills, both written and oralGreat work ethicThis position requires valid United States work authorization and is not eligible for employer visa sponsorshipExpected Base Salary Range: $125,000 - $175,000In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts401(k) Retirement Plan  Life and disability insurance, including additional voluntary financial protection insuranceWell-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health servicesFamily-building and family-support benefitsPaid parental, caregiver, marriage and bereavement leaveCommuter benefits, health club membership discounts, and other corporate discountsPaid holidays, vacation days, personal days, sick days, and volunteer opportunitiesAbout Evercore Wealth Management: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth individuals, foundations, and endowments, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. The firm manages $14.4 billion in client assets, as of June 30, 2025. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management 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, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.Inclusion and Equal Opportunity Employment:  Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.