About the Job
The Associate Responsible Investment Strategy Specialist conveys knowledge and expertise on all EV responsibly invested strategies – including Calvert and Parametric – to regional business units and external clients by communicating timely and pertinent general market, product specific information and education around Responsible Investing. Creates a bridge from portfolio management to both the sales force and marketing team that enhances product and market intelligence. Acting as a “proxy” for portfolio managers, the Specialist meets with clients, prospects, and/or intermediaries to explain the firm’s Responsible Investing philosophy, process, and the performance of specific investment products; and to provide updates on overall financial market performance, economic trends and the team’s economic outlook. This role will primarily support the Retail channel, and is responsible for all aspects of assigned Responsible Investing product categories. Additionally, when not traveling in the field, the Specialist will assist the Sr Product Manager in providing relevant and timely investment content and communications around RI strategies to broadly support EVD’s sales efforts. This could include contributing to marketing content, PPSG’s analytical work, commentaries and providing RFP content.
Support regional sales channels and Global Relationship Managers (GRMs) with regular Responsible Investing product and market updates.
Support regional external sales personnel and/or GRMs in the field as the Specialist capable of speaking to existing and/or potential clients in place of the Portfolio Manager.
Participate, as possible, in product applicable portfolio management and other relevant meetings.
Support regional sales channels in hosting conference calls in support of focus Responsible Investing topics and products.
Ongoing training of regional client facing individuals in depth on focus strategies.
Assist in production of regular product commentary on focus strategies in conjunction with Portfolio Management teams and PPSG.
Assist in coordination of response to Responsible Investing news articles and topical issues providing the sales force with a timely focused message or response on these items.
Assist in coordination with EVD Marketing and the PPSG team on broad Marketing Department Responsible Investing projects.
Minimum 5 years of related experience with investment manager in product management, client service or investment related role.
Experience in a client service/business development role within the financial services industry, either on the institutional or retail side.
Experience managing and/or analyzing Responsible Investing products preferred.
Demonstrate strong analytical, investment and quantitative skills that can be used to analyze Responsible Investing and portfolio structure.
Can successfully work independently within tight time constraints and deadlines.
Must exhibit strong initiative, energetic work habits and dedication to the job.
Strong written and oral communication skills. Skilled at being precise, and detail-oriented.
Bachelor’s degree required, MBA and/or CFA preferred.
Series 7 and 63 required.
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.