Equity Analyst (Technology/Generalist)

Employer
Eaton Vance
Location
Boston, Massachusetts (US)
Salary
Negotiable
Posted
Oct 26, 2021
Closes
Nov 25, 2021
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

Basic Purpose:

Based in Boston, the analyst will be a member of Eaton Vance Management’s Specialty Solutions Team which focuses on long-term tax-managed strategies.  With over $40b in AUM and experiencing strong business growth, the team is seeking an equity research analyst who will focus on the long-term fundamental analysis of companies across a range of market caps and industries.  The successful candidate will be responsible for covering multiple areas of technology while also researching other segments of the market as needed in a generalist capacity.

 

Primary Responsibilities:

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

 

Job Requirements:

  • Master’s degree and CFA preferred  
  • Minimum of 7-10 years relevant investment experience with a deep understanding of the technology landscape
  • Experience in small and mid-capitalization investing preferred
  • Proven track record of success in generating alpha over an extended investment time horizon
  • Ability to research, analyze and provide recommendations on a wide range of potential investments in an efficient timeframe
  • Superior understanding of securities analysis, valuation methods, qualitative and quantitative techniques
  • Excellent verbal, written and interpersonal communication skills
  • Ability to work well independently and as a member of a team
  • Advance computer skills and strong attention to detail

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