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POSITION: Evercore seeks to hire a Managing Director level Municipal Bond Portfolio Manager for its Wealth Management business located in New York, NY.
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
Internal Number: 6279582
About Evercore Partners Inc.
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