Portfolio Management Associate

Eaton Vance Investment Managers
Boston, USA
Not Specified
22 Oct 2021
20 Nov 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
By joining Eaton Vance, you'll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!

Basic Purpose:

Provide advanced operations, marketing and analytical support to Portfolio Analysts & Managers

Primary Responsibilities:
  • Develop, maintain, and prepare screens for portfolio analysis and idea generation.
  • Prepare and analyze performance attribution reports and relevant information for quarterly updates.
  • Prepare fund characteristics and product statistics for marketing materials, Trustee reviews, and internal product updates
  • Monitor tax and distribution of the Funds, working closely with Fund Administration & Wealth Management Departments.
  • Assist in management of in-kind contributions and redemptions
  • Monitor and review research, news and corporate action activity pertaining to portfolio holdings.
  • Develop and contribute to fund marketing initiatives (marketing literature, white papers, ad hoc industry and strategy research)
  • Liaison with Fund Administration, Wealth Management, Compliance, Statistics, Investment Operations, Marketing divisions.

Job Requirements:
  • Bachelor's degree required. CFA candidate preferred
  • One to three years of industry research related experience preferred
  • Excellent organizational, interpersonal and time management skills
  • Demonstrated proficiency in Microsoft Office applications, including advanced Excel proficiency
  • Familiar with Python or other programming languages
  • Experience using FactSet and Bloomberg preferred
  • Demonstrated ability to perform quantitative analysis and function independently and with high degree of accuracy
  • Excellent communication skills
  • Detail-oriented, accurate, and reliable
  • Must be proactive, self-motivated individual, with an excellent work ethic, strong-ability to multi-task within a fast-paced environment.

This policy applies to Eaton Vance Corp. and all subsidiary companies (the "Company").

The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.

The information on this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. © Eaton Vance Management. All rights reserved. Two International Place, Boston, MA 02110

Similar jobs

Similar jobs