Senior Research Associate

Eaton Vance Investment Managers
Boston, USA
Not Specified
08 Sep 2021
22 Sep 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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!

Basic Purpose:

Conduct fundamental equity analysis of publicly traded securities. Provide research, analysis, and recommendations to the Growth team PM's.

Primary Responsibilities:
  • Conduct fundamental equity analysis of publicly traded securities, including analysis of data, constructing and updating financial models, highlighting pertinent data and information, and communicate insights and recommendations to investment analysts.
  • Maintain portfolio and coverage lists on market data services. Monitor news, email, and activities of the analyst's coverage. Using discretion and judgment elevate critical news and reports or time-sensitive information to investment analysts or portfolio managers.
  • Review and analyze earnings release materials, financials, and other pertinent information. Participate in sell-side analysts meetings and Company management visits.
  • Prepare Research notes updating information from quarterly earnings releases and other Company analysis.
  • Attend company and industry meetings, summarizing and communicating findings to investment analysts.
  • Carry out special projects as required. These include but are not limited to researching companies or industries and communicating data retrieved from market indices and other research materials.
  • Present investment ideas or research to Growth team and Equity department.
  • Perform additional responsibilities as requested.

Job Requirements:
  • Bachelor's degree required.
  • CFA Level 1 completed at a minimum.
  • 2-3 years technology or consumer industry research experience.
  • Excellent organizational, interpersonal and time management skills.
  • Demonstrated proficiency in Microsoft Office applications, including intermediate to advanced Excel proficiency.
  • Knowledge of FactSet and Bloomberg.
  • Demonstrated ability to perform quantitative analysis and function independently and with high degree of accuracy.
  • Excellent organizational and communication skills. Detail-oriented, accurate, and reliable.
  • Must be proactive, self-motivated individual, with an excellent work ethic, strong-ability to multi-task within a fast-paced environment.

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

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