Operations Specialist Operations Specialist …

Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Eaton Vance Management Incorporated
in Boston, MA, United States
Permanent, Full time
Be the first to apply
Competitive
Operations Specialist
Investment Operations Specialist (SMA) Boston, MA Office/en-US/Professional/job/Boston-MA-Office/Investment-Operations-Specialist--SMA-_JR003395/apply

By joining Eaton Vance, youll 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:

Provide business and operational support for Eaton Vances investment and trading personnel. Primary responsibility will be to maintain high service levels while improving and strengthening operational infrastructure.

Primary Responsibilities:

  • Provide functional support to portfolio managers, traders, and portfolio administrators for Eaton Vances portfolios and order management systems
  • Provide reconciliation support for investment teams
  • Establishing new client accounts in trade management system
  • Work with brokers and custodian banks to resolve trade settlement problems
  • Identify and resolve problems related to transactions or investment data in a timely fashion following established guidelines
  • Facilitate the accurate and timely delivery of critical business information among all necessary parties
  • Initiate the execution of transactions directed to specific brokers as specified in client contracts
  • Act as business owner of data, demographic and activity reports, operations requirements and daily account processing
  • Collaborate with fellow colleagues to ensure all daily SMA fixed income functions are completed concisely each business day
  • Execute trades for sponsors on various trading systems within the SMA program
  • Work with external partners on the delivery and implementation of SMA fixed income changes

Job Requirements:

  • Bachelors degree or comparable work experience
  • One to two years of operations and/or related experience
  • Knowledge of Bloomberg a plus
  • Knowledge of Omgeo Oasys and Omgeo CTM a plus
  • Knowledge of Charles River investment system a plus
  • Knowledge of Fiserv APL a plus
  • Knowledge of Perform/Investortools a plus
  • Strong analytical, organizational, and communication skills
  • Strong problem solving skills and ability to work with others implementing solutions

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

Posted 3 Days AgoFull timeJR003395

Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.     

The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe. 

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