Equity Portfolio Specialist Equity Portfolio Specialist …

Eaton Vance Investment Managers
in London, United Kingdom
Permanent, Full time
Last application, 24 Oct 21
Not Specified
Eaton Vance Investment Managers
in London, United Kingdom
Permanent, Full time
Last application, 24 Oct 21
Not Specified

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!


Eaton Vance is currently seeking an Equity Portfolio Specialist to join the high-performing Eaton Vance Equity team.

The Equity Portfolio Specialist will serve as the liaison between the investment team and the firm’s sales organization.  This role will also explain our investment strategies to clients, consultants, prospects and distribution partners to achieve both asset retention and growth of assets under management.

Key Responsibilities:

  • Develop internal relationships with senior sales leadership and other members of the international sales organization.  Ensure that EV Equity’s priorities are well represented within the broader international sales organization.
  • Identify opportunities within client prospect lists and distribution partner firms’ priorities.
  • Collaborate with Equity team leaders to command and influence sales resources where appropriate, and build AUM in key equity strategies.
  • Communicate all market development, economic and portfolio activity related to the team’s investments with high level and knowledgeable audiences, including Chief Investment Officers and investment boards of corporate, public and sovereign entities.
  • Write and orally communicate portfolio reviews, market outlook commentary and respond to client ad-hoc research requests based on investment team discussions and comments, internal attribution data and external sources.
  • Deepen and expand relationships with Consultant community to both retain clients and further develop new business across strategies.
  • Perform competitor analysis and market research.
  • Manage data and information required for RFPs, RFIs and help ensure successful completion of such items.
  • Position will focus on a variety of equity strategies, including Global/International Large Cap, Global/International Small Cap, U.S. Value, and U.S. Small-Cap, and will evolve as strategies move in and out of favor.


  • A minimum of 7-10 years of experience in the asset management or brokerage industry, in an investment, research or marketing capacity.
  • MBA or CFA preferred
  • Extensive knowledge of equity markets.
  • Strong writing and presentation skills in front of small and large audiences.
  • Self-starter, networker, consensus-builder with drive to be successful.
  • “Can-do” spirit and “rainmaker” mentality.  Willingness to overcome obstacles.
  • Broad insight into various developed and emerging growth, value and fixed income
  • Knowledge of attribution analysis and risk metrics of portfolios.

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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