Equity Product Manager

Eaton Vance Investment Managers
Boston, USA
Not Specified
Jul 15, 2021
Aug 14, 2021
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:

The Equity Product Manager performs a critical role within the organization, serving as an extension of assigned investment teams and/or the Institutional Portfolio Managers, with a focus on partnering with Eaton Vance distribution businesses. The Equity Product Manager 'owns' all marketing-related functions and acts as the first point of contact for his/her assigned products within the intermediary and institutional marketing channels. He/she coordinates business questions from the field and helps to produce investment-related content contained in: pitch books, fact sheets, sales ideas, talking points, RFPs, websites, etc. He/she may also participate in client/prospect meetings and conduct internal training sessions. The Equity Product Manager generates competitive and positioning analysis, assists with regular commentary production, and handles ad hoc attribution and presentation data requests. He/she also serves as the principal conduit to deal with product issues related to Sales, Marketing, RFP, Legal and Compliance areas.

Primary Responsibilities :

  • Maintains a comprehensive and ongoing understanding of assigned equity investment strategies and markets, serving as a backup to the IPMs.
  • Interfaces with internal and external audiences and responds to product-related questions and data requests.
  • Contributes to investment and product education and develops insightful analytics.
  • Oversees the quality and integrity of client- and market-facing investment communications and marketing material.
  • Provides sales and marketing support for assigned investment products, developing sales ideas and talking points and providing investment input to marketing plans and programs.
  • Reviews RFP content and proofreads investment-related communications and pitch books.
  • Assists with the creation of presentation materials for sales meetings and client requests.
  • Responds to ad hoc requests for portfolio attribution, characteristics, holdings, etc.

Job Requirements :

  • Minimum 5 years related equity experience with an investment manager.
  • Strong knowledge of various types of equity products.
  • Knowledge and/or experience with closed-end funds a plus
  • FINRA Series 7 & 63 required or obtained within 6 months of hire date
  • Highly effective verbal and written communication capabilities.
  • Strong technical skills: Factset, Zephyr, eVestment, Morningstar Direct preferred.
  • Bachelor's degree required;
  • CFA or progress toward CFA strongly preferred.

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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