Managing Director - Senior Municipal Bond Portfolio Manager (Evercore Wealth Management)

Employer
Evercore Partners Inc.
Location
New York, USA
Salary
Competitive
Posted
Sep 08, 2019
Closes
Oct 08, 2019
Ref
6279582
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
POSITION: Evercore seeks to hire a Managing Director level Municipal Bond Portfolio Manager for its Wealth Management business located in New York, NY.

PRIMARY RESPONSIBILITIES:
  • Manage customized client portfolios of municipal tax-exempt and taxable municipal bonds across the curve and investment grade credit spectrum
  • Regular and direct client interaction regarding all aspects of municipal bond portfolio management and strategy
  • Participate in fixed income investment committee meetings to help firm set policy around municipal bond portfolio construction and credit and duration risk tolerances
  • Participate in new business presentations and on-going client meetings
  • Work with the credit analyst team and other portfolio managers to evaluate new investments on a relative value basis in the primary and secondary markets
  • Thorough understanding of the nuances of individual state income and other taxes
  • Experience creating diversified portfolios for residents of high-income tax states
  • Source and execute municipal bond trades
  • Deep knowledge of municipal credit a plus
  • Strong understanding of and relationships in the municipal cash management market a plus
  • Basic understanding of the taxable fixed income markets, including Treasuries and corporate bonds, a plus

SPECIFIC QUALIFICATIONS: The candidate should be an accomplished Municipal professional with 15+ years of experience managing investment grade municipal bond portfolios and working directly with high net worth individuals, families, and institutions.
  • Bachelor's degree required; relevant undergraduate degree, CFA or MBA a plus
  • A minimum of 15 years of experience working in municipal finance
  • Experience working directly with high net worth individuals, families, and institutions

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