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!
Provide trading and operational support to the EVM Equity team and the portfolios they manage. The role involves supporting important portfolio services integral to the portfolios' objectives, including trade implementation, cash, compliance and operational oversight.
Work closely with Portfolio Managers and Portfolio Management Analysts to implement trades for fundamental core strategies, understanding investment restrictions across accounts, helping to identify and resolve potential compliance and tax issues of various trading decisions.
Monitor cash, foreign cash balances, collateral, segregation, hedging activity and other items as needed.
Liaise with Investment Operations, Fund Custodians, Compliance, Fund Administration and Equity Systems, as needed.
Create, maintain and prepare portfolio reports on FactSet, Bloomberg, Excel, etc.
Assist in preparation of materials and Trustee reports for Funds.
Assist in monitoring performance of Funds and Fund holdings, as well as pricing of securities, if needed.
Manage hedging oversight – monitor fund variances from model accounts to calculate and implement hedging using futures and currency forwards
2 years of investment management experience. Operations or accounting background a plus. Experience with Charles River equity trade order management preferred.
Extremely strong attention to organization and details with dexterity to multi-task. Strong analytical skills.
A self-starter with an ability to be proactive, take initiative and independently problem-solve.
Ability to work as a member of a team which includes the ability to be flexible and adaptable.
Strong math orientation and numerical aptitude. Requires an understanding of financial markets and investment management industry.
Excellent verbal, written and interpersonal communication skills.
Solid computer skills: Charles River, FactSet, Bloomberg, Excel
Experience and knowledge of programming languages (Python, SQL) a plus
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.