Associate Associate …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Associate, Onboarding - Summer 2020 Class Hires Program Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Associate--Onboarding---Summer-2020-Class-Hires-Program_JR004313-2/apply

By joining Eaton Vance, youll 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!

General Description

The Client Relations and Activity Management Department is vital to Parametrics sales and service administration. The teams are located in our Boston and Seattle Offices. They work very closely together to manage all of the client account and service related functions critical to ensuring that client service is of the highest quality. Technical and professional skills are honed in a dynamic work environment, with opportunities to expand responsibilities and gain visibility. This position is located in Boston.

The Associate, Onboarding is responsible for providing critical business and operational support to Parametric and Eaton Vances investment and trading personnel. Their primary responsibility is to ensure the timely and accurate execution of all onboarding activities. The Associate will also be expected to maintain high service levels while improving and strengthening operational infrastructure.

The Class Hires will participate in a comprehensive training program as part of a class of new hires starting July 13, 2020.

Primary Responsibilities

  • Responsible for ensuring daily onboarding activities, including portfolio implementations, portfolio data reconciliation, review of investment related data and client transactions are completed in a timely and efficient manner
  • Establish new client accounts in the order management system
  • Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues
  • Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines
  • Facilitate the accurate and timely delivery of critical business information among all necessary parties
  • Act as business owner of data, demographic and activity reports, operations requirements and daily account processing
  • Collaborate with fellow colleagues to ensure all daily SMA fixed income and equity functions are completed concisely each business day
  • Work with internal and external partners on the delivery and implementation of SMA retail business
  • Work in a firm wide cross functional capacity to meet Operational business needs
  • Collaborate with department management on re-engineering projects that will improve operational efficiency and enhance the client experience

Job Requirements

  • Graduating seniors earning a Bachelors (4yr) degree w/ concentration in Finance, Economics or related area of study.
  • Strong Proficiency in Microsoft Office programs.
  • Professional tact with excellent written and verbal skills.
  • Strong problem solving and analytical skills.
  • Meticulous attention to detail and highly process oriented.
  • Ability to multi-task under tight deadlines.
  • Ability to work in tightly knit team environment.
  • Strong interest in starting a career in the investment management industry.

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

Posted YesterdayFull timeJR004313

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.