Full Job Description
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!
Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment “engineers” — creating portfolios using optimization software to implement firm’s quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs.
Construct optimized equity index portfolios for separate accounts
Rebalance and transition portfolios to maximize tax-efficiency
Construct custom benchmark data
Monitor index changes and corporate actions
Generate after-tax return data for both portfolios and benchmarks
Respond to client requests for analysis
Interact across teams including: Technology, Research, Marketing, Client Service, and Operations
Participate in process improvement and technology development efforts.
Bachelor’s degree with concentration in finance, accounting, engineering or related quantitative focus
Preferred 4+ years professional experience in investment management or similar
Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
Strong mathematical and analytical skills
Familiarity with academic financial theory and applications
Working knowledge of equity risk models and portfolio optimization preferred
Analytical writing ability
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