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Eaton Vance Equity - Investment, COO & Product Support

3 weeks ago Flexible / Remote

Collaborate with Portfolio Specialists to develop compelling and differentiated product messaging for Eaton Vance Equity's strategies, ensuring consistency across various product sets and distribution channels. Assist the COO with daily oversight of investment operations within the equity team. Develop a strong understanding of Eaton Vance Equity's suite of funds and investment strategies. Provide responses to RFPs and DDQs and general client questions for review by senior staff or investment personnel. Assist in maintaining the integrity of investment data. Generate regular and ad-hoc reports (e.g., performance and portfolio characteristics, team data, revenue). Reviewing fact sheets & pitch books for accuracy. Using FactSet and internal data tools to generate data to respond to inquiries related to performance, holdings, requests for collateral, etc. Writing pooled vehicle commentaries. Assist in creation of new content to be used internally and externally. Review institutional client reporting (by liaising with the Client Reporting Team), including attribution reporting and quarterly reports. Work closely with key internal partner teams (Marketing, Compliance, Risk, Technology, Trading, Operations, Client Reporting) to ensure timeliness in deliverables. Contribute to maintaining proper controls, understanding risk, and ensuring compliance with all regulations and practices. Assist with internal audits, client audits and compliance exams. Participate in special projects and initiatives as needed, contributing to the development and execution of strategic objectives. Help manage relationships and internal processes with third-party providers including, but not limited to, data management services. Assist the COO with the daily oversight of investment operations. Partner to implement and optimize technology solutions and tools including tactical and strategic implementations, artificial intelligence, and workflow tools. Supporting Eaton Vance Equity Portfolio Specialists & the COO in their day-to-day business as relevant. Bachelor's or Master's degree in business, finance or another related field with strong academic record. 2-4 years of related employment experience. Exceptional written and verbal communication and interpersonal skills. Ability to work independently and collaboratively as part of a team, managing multiple priorities and meeting tight deadlines in a fast-paced environment. Excellent analytical and problem-solving skills, with meticulous attention to detail. Highly proficient in PowerPoint, Word, and Excel. Experience with Morningstar, eVestment, and FactSet also beneficial. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $100,000.00 and $140,000.00 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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Client-provided location(s): Flexible / Remote
Job ID: Morgan-549786687666
Employment Type: OTHER
Posted: 2025-08-23T18:35:18

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • FSA
    • Virtual Fitness Classes
    • HSA
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Return-to-Work Program
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Leave of Absence
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Internship Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)