CAREERS AT EATON VANCE AND OUR AFFILIATES

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Boston Globe Best Places to Work 2018

By joining the Eaton Vance family, you’ll become part of a company that has one of the best employee retention rates in the asset management industry.



Entry Level Programs


Mutual Fund Service Representative Program

Our Mutual Fund Service Representative Program provides a comprehensive introduction to the financial services industry, Eaton Vance products and services, and the broader mutual fund industry.

This role provides hands-on experience with a focus on products, systems and client service, which begins with extensive training and mentoring with an experienced employee. Mutual Fund Services Represenatives learn to provide our clients with a superior service experience while obtaining FINRA Securities Industry Essentials (SIE), Series 7 & 66 licenses. After 15 months, Mutual Fund Service Represenatives have the potential to advance their careers within various areas of the firm.

Qualifications and Skills:

  • Strong communication, problem-solving and organizational skills, and desire to assist customers via telephone in a professional manner
  • Strong interest in learning about the financial services industry
  • Precision and accuracy for data entry and trade processing
  • Ability to meet the changing needs of a call center

Mutual Fund Service Representative Program Testimonials:

Autrey Gates

Autrey Gates

Internal Wholesaler

"Starting in the mutual fund services role was a great way to transition from being in college. We were in training for six weeks together and it was basically like going to class with all these people. Because of the comradery, it was really a team effort because we all struggled with the some things and we could help pick each other up."


Adwoa Poku

Adwoa Poku

Investment Operations

"Eaton Vance is a very welcoming environment, especially when you’re willing to learn; to take in what someone is saying and communicate with them so that they understand that you are truly listening. It’s a wonderful to have a family corporate culture. This role exposes you to different paths and opens up your mind to what is going on around the firm."


Brian Taranto

Brian Taranto

Chief Administrative Officer

"My Mutual Fund Services starting position gave me a fundamental background and understanding of the asset management business that I still reference today in my job, 18 years later. Having to resolve new issues everyday day gave me excitement and was the basis for the passion I have for my job and for this business. I really think those that start on this team are our strongest employees."


John Santoro

John Santoro

Sales Desk Manager

"It’s hard to believe that more than 10 years have passed since I started working at Eaton Vance in Mutual Fund Operations. This role taught me the skills necessary to provide proper service to our clients and is the soul of my career. Where I am today, without question, is due to the time I spent in Operations."


Katie Griffin

Katie Griffin

Senior Analyst,
Product Management

"I cannot emphasize enough how beneficial it was to start my financial services career as a Mutual Fund Services Representative. After interning in financial services for three years, I knew I wanted to eventually be in more of a client-facing role full time. The mutual fund services representative role was a perfect hybrid of customer service training and sales development. "


Research Associate Program

Our Research Associate Program is designed for talented individuals who have their undergraduate degrees and want to pursue MBAs or graduate programs within three to five years. This program provides excellent training and developmental experiences by conducting in-depth company, market and industry analysis alongside analysts and portfolio managers.

In addition, our Research Associates are encouraged to work towward obtaining the Chartered Financial Analyst (CFA) designation. Successful Research Associates gain substantial job responsibility, valuable work experience and training over the course of the program.

Training and Career Development:

  • Attend formal training
  • Meet with a mentor who will assist with orientation and overall transition
  • Work toward the CFA designation
  • Gain experience with financial modeling, systems training and sector-specifc training
  • Participate in development programs and activities that will support the MBA or comparable graduate program admissions process

Research Associate Program Testimonials:

Caroline Schmidt

Caroline Schmidt

Research Associate

"My favorite part of my role is definitely working with my co-workers who are always so willing to help me continuously learn and absorb everything that I can."


Jonathan Alexander

Jonathan Alexander

Senior Research Associate

"Working as a research associate in the equity department at Eaton Vance has been an incredible journey so far. I have learned so much about investing from my colleagues on the equity team. From participating in the daily morning meetings to attending meetings with leaders of global companies, the experience has been invaluable. Senior analysts and managers are always willing to spend time and share insights with less experienced associates."


Andrew Stutzman

Andrew Stutzman

Research Associate

"My internship in the equity research group was an invaluable experience, giving me the chance to work with investment analysts and portfolio managers with vast experience and expertise in the business. The collaborative, engaging environment at Eaton Vance instilled confidence in me that the research associate program would be a wonderful place to begin my career."



Intern & Co-Op Programs


Eaton Vance’s intern and co-op programs are dedicated to providing interns with a learning experience with real-world, hands-on participation. Our programs offer the opportunity to develop professional and business skills in a corporate environment with the ability to gain exposure to the investment management industry.

INTERN AND CO-OP JOB OPENINGS

Summer Internship Program

Eaton Vance’s 10-week Summer Internship Program is designed to provide incoming undergraduate seniors with the opportunity to develp and strengthen technical, professional, and interpersonal skills.

Each summer, we hire 25-30 interns in positions across the organization, including:

  • Distribution Administration
  • Digital Marketing
  • Information Technology
  • Real Estate Investment Group
  • ESG Research
  • Fixed-Income Research
  • Product Management
  • Wealth Strategies Group
  • Investment Analytics
  • Investment Operations
  • Equity Research

MBA Equity Research Analyst Summer Program

Eaton Vance's MBA Equity Research Analyst Summer Program is designed for first-year MBA students to have real-world analyst responsibilies throughout the summer and participate in professional development, mentorship, and community service.

Over the course of the 10 weeks, analysts will gain exposure to different investment teams and styles, and analyze an assigned group of companies within an industry to develop investment recommendations that have a direct impact on Eaton Vance's funds. Full-time analyst positions will be considered for top performers.

Primary Responsibilities:

  • Work closely with senior analysts and portfolio managers to initiate and sustain high-level fundamental equity analysis of publicly traded companies
  • Energetically pursue diligent equity research through various sources of information, including review public documents, annual reports, trade journals, networking with industry competitors, clients and suppliers, interviews with senior management, and working with sell-side research analysts
  • Develop and sustain a high level of attention to and responsibility for the needs of all porfolios and their different investment styles
  • Proactively participate in all research meetings with portfolio managers and be team-oriented

Co-op Program

Eaton Vance hires undergraduate co-ops across all areas of the organization. Co-ops spend six months fully immersed in their work and EV culture, resulting in an enriching and formative experience.


trader

United Way Voluteer Night

These programs encompass the following:

  • Training: Interns and co-ops participate in an immersive orientation, taking training courses that range from an overview of the mutual fund service industry to an insider’s view of the Eaton Vance affiliates, investment offerings, workplace and culture.
  • Networking: Interns and co-ops are provided with a unique opportunity to network with employees through Eaton Vance’s “Lunch & Learn” series, which features speakers from across the firm, and through our Diversity & Inclusion Employee Resource Groups.
  • Giving Back: Interns and co-ops participate in multiple volunteer opportunities with local nonprofits and charitable organizations, including the Boys & Girls Clubs of Boston, the Rose Fitzgerald Kennedy Greenway Conservancy and Thompson Island.


Benefits


Eaton Vance offers a comprehensive benefits package to qualified employees including:

  • Medical, dental and vision coverage
  • Paid vacation and holidays
  • Profit-sharing plan
  • 401K, Roth 401K, and thrift plan
  • Stock purchase plan
  • Tuition reimbursement
  • Professional development
  • Back-up child care
  • Parking and transit plan
  • Life and AD&D insurance
  • Long- and short-term disability
  • Flexible Spending Account program
  • Group auto and home insurance discounts
  • Employee assistance program
  • Adoption assistance program


Commitment to Diversity


At Eaton Vance, we work hard to provide the resources, benefits and support that will attract engaged and talented employees. Our goal is to nurture a workforce of caring individuals who embrace new challenges instilled with the firm's values of integrity, teamwork, creativity/adaptability, professionalism, client focus and excellence.

 

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