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 analysis
• Interpreting complex financial and accounting issues
• Understanding industry and competitive dynamics that will help to shape investment thesis

Specific Qualifications:

• MBA from a top school and/or the CFA designation
• 3-6 years of relevant work experience
• Strong grasp of corporate finance, valuation, and financial accounting
• Superior analytical skills and demonstrated excellence in academic coursework
• Ability to articulate and defend ideas
• Outstanding communications skills, both written and oral
• Great work ethic
• This position requires valid United States work authorization and is not eligible for employer visa sponsorship

Expected Base Salary Range: $125,000 - $175,000

In 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 accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About 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.