Eaton Vance Equity – Investment, COO & Product Support

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices in 43 countries.

As a market leader the talent and passion of our people is critical to our success. Together we share a common set of values rooted in integrity excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn to achieve and grow. A philosophy that balances personal lifestyles perspectives and needs is an important part of our culture.

Department Profile

Morgan Stanley Investment Management (MSIM) together with its investment advisory affiliates has more than 1100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance outstanding service and a comprehensive suite of investment management solutions to a diverse client base which includes governments institutions corporations and individuals worldwide.

Eaton Vance Equity is comprised of six distinct investment teams of experienced long-tenured investors. We employ bottom-up research driven investment approaches designed to deliver attractive risk-adjusted long-term performance for clients. Eaton Vance Equity investment teams manage diverse strategies across U.S. international and global equity covering various market capitalization and investment styles.

Position Summary

We are looking for a highly motivated and detail-oriented professional to join Eaton Vance Equity to support the Chief Operating Officer (COO) and Portfolio Specialists on behalf of the Equity Investment Team.

As an Associate you will support both the Chief Operating Officer (COO) and the Equity Portfolio Specialist team at Eaton Vance. This dual-faceted role is pivotal in ensuring the smooth functioning of operational processes within the equity team and in effectively supporting Eaton Vance marketing and client-service related functions.

Collaborate with Portfolio Specialists to develop compelling and differentiated product messaging for Eaton Vance Equitys strategies ensuring consistency across various product sets and distribution channels. Assist the COO with daily oversight of investment operations within the equity team.

Key Responsibilities

• Develop a strong understanding of Eaton Vance Equitys suite of funds and investment strategies.
• Provide responses to RFPs and DDQs and general client questions for review by senior staff or investment personnel.
• Assist in maintaining the integrity of investment data. Generate regular and ad-hoc reports (e.g. performance and portfolio characteristics team data revenue).
• Reviewing fact sheets & pitch books for accuracy.
• Using FactSet and internal data tools to generate data to respond to inquiries related to performance holdings requests for collateral etc.
• Writing pooled vehicle commentaries.
• Assist in creation of new content to be used internally and externally.
• Review institutional client reporting (by liaising with the Client Reporting Team) including attribution reporting and quarterly reports.
• Work closely with key internal partner teams (Marketing Compliance Risk Technology Trading Operations Client Reporting) to ensure timeliness in deliverables.
• Contribute to maintaining proper controls understanding risk and ensuring compliance with all regulations and practices. Assist with internal audits client audits and compliance exams.
• Participate in special projects and initiatives as needed contributing to the development and execution of strategic objectives.
• Help manage relationships and internal processes with third-party providers including but not limited to data management services.
• Assist the COO with the daily oversight of investment operations. Partner to implement and optimize technology solutions and tools including tactical and strategic implementations artificial intelligence and workflow tools.
• Supporting Eaton Vance Equity Portfolio Specialists & the COO in their day-to-day business as relevant.

Key Skills Desired

• Bachelors or Masters degree in business finance or another related field with strong academic record.
• 2-4 years of related employment experience.

• Exceptional written and verbal communication and interpersonal skills.
• Ability to work independently and collaboratively as part of a team managing multiple priorities and meeting tight deadlines in a fast-paced environment.
• Excellent analytical and problem-solving skills with meticulous attention to detail.
• Highly proficient in PowerPoint Word and Excel. Experience with Morningstar eVestment and FactSet also beneficial.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Expected base pay rates for the role will be between $100000.00 and $140000.00 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).