Eaton Vance Portfolio Analyst in Seattle, Washington
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!
The Portfolio Analyst is an integral part of the greater Investment Strategy team which oversees many Parametric strategies and communicates with investors about them.
Portfolio Analysts evaluate investment alternatives for prospective clients, particularly, how to transition a portfolio into Parametric’s Custom Core strategy. Independent judgement and critical thinking are required when constructing prospective portfolios and evaluating the associated investment consequences of a transition.
Portfolio Analysts serve as investment “engineers”, constructing hypothetical portfolios using optimization software and highlighting Parametric’s ability to manage tracking error and tax cost during a transition. This analysis is then used to determine whether and how a new account should fund. As each incoming portfolio is unique, Portfolio Analysts are expected to interpret the goals of the client, independently weigh risks of different investment options, and provide recommendations that align with client goals. A deep understanding of Parametric’s proprietary portfolio management process, critical thinking and the ability to exercise independent judgement are a must.
The position also requires an ability to build scale into processes, teamwork and collaboration across multiple departments, and an ability to provide exceptional service through timely and accurate analysis. This role provides an opportunity for career growth within the firm.
Utilize proprietary optimization software to construct hypothetical equity index portfolios that fit the unique goals of prospective clients
Explain the recommended result and portfolio optimization process as necessary
Ensure timely and accurate response to all requests
Build scalability into the team’s key business activities through process engineering and automation
Write Python and VBA scripts to automate tasks
Uphold department reputation through professionalism, accuracy, responsiveness and commitment to client service
Prepare ad hoc analysis for prospects and clients, including portfolio risk decompositions, index blend backtests, and other analytical sales proposals
Perform detailed review of client deliverables
Participate in process improvement and technology development efforts
Develop a specialized knowledge of all relevant Parametric products
Develop a full working knowledge of the firm's structure, key personnel and organizational policies and procedures, in addition to a functional knowledge of a professional services environment
Assume other responsibilities as required
4-year quantitative degree (eg: Math, Engineering, Physics or another Science) OR an industry related degree such as Economics or Finance
Some programming experience, ideally in Python and/or VBA
Strong math/quantitative skills and analytical writing ability
High attention to detail and strong sense of urgency
Must possess a high level of initiative and have a demonstrated ability to work in a team environment
Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload
Intermediate to advanced Excel knowledge
Industry experience, secondary degree or concentration in related discipline such as finance or economics is a plus
Familiarity with Factset, Bloomberg and other analysis tools is a plus
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.
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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.