Equity Analyst (IT/Fintech Focus)

Eaton Vance
Boston, Massachusetts (US)
Aug 18, 2021
Sep 17, 2021
Industry Sector
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:

Based in Boston, the analyst will be a member of the Eaton Vance Management’s Specialty Solutions Team which focuses on long-term tax-managed strategies and investing.  With over $40b in AUM and strong business growth momentum, the team is seeking an equity research analyst who will focus on the long-term oriented fundamental analysis of companies across a range of market caps and industries. 


Primary Responsibilities:

  • Provide investment recommendations, research and analyze publicly traded companies across a variety of sectors, industries and market caps
  • Conduct ongoing fundamental research on current and prospective holdings
  • Identify secular growth opportunities as well as risks across a broad investment landscape
  • Employ diligent equity research utilizing both qualitative and quantitative sources of information
  • Pursue long-term investment approach balancing investment and tax considerations
  • Establish and maintain effective relationships with other department analysts to maximize knowledge within various sectors


Job Requirements:

  • Master’s degree and CFA strongly preferred  
  • Experience in small and mid-capitalization investing required
  • Minimum of 7-10 years relevant investment experience with knowledge of the Information Technology, Healthcare and/or Fintech sectors
  • Proven track record of success in generating alpha over an extended investment time horizon
  • Ability to research, analyze and recommend a wide range of investments in an efficient timeframe
  • Superior understanding of securities analysis, valuation methods, qualitative and quantitative techniques
  • Excellent verbal, written and interpersonal communication skills
  • Self-starter with a high level of integrity and ambition
  • Ability to work well independently and as a member of a team
  • Advance computer skills and strong attention to detail


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