Analyst

About the Role

• Analyst level position within Product Support & Services in Investment Management Operations.
• Partner with business units across the Firm to support financial transactions, implement controls, and develop client relationships.
• Responsible for providing transaction support and managing post-execution processes.
• Position start date: January 2027.
• Commitment of 15 months in the call center.

Key Responsibilities

• Process transactions/tasks within coverage area.
• Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures.
• Follow escalation framework, identifying, escalating, and preventing issues.
• Raise issues, question others, and offer solutions/ideas.
• Provide information to shareholders and registered representatives regarding mutual fund accounts, Eaton Vance investment products, and operational procedures.
• Provide in-depth fund information.
• Work as part of a team offering superior customer service and supporting internal and external sales forces.
• Update Client Relationship Management system to identify key contacts and maintain client contact information.
• Participate in departmental projects.
• Analyze and diagnose problems, coordinating with others for resolution.
• Remain current on economic events, Eaton Vance corporate actions, and department-specific topics.

Requirements & Tech Stack

• Computer experience preferred (MS Word, Excel, and PowerPoint).

Qualifications

• Ability to build trust and find innovative ways to improve teamwork, functions/processes, and create a positive work environment.
• Understanding of the business area supported, client requirements, and the importance of control.
• Ability to accept and respond to suggestions for improvement.
• Ability to work independently and within a team atmosphere.
• Ability to adhere to a structured schedule and meet the changing needs of a call center.
• BS/BA degree preferred.
• FINRA licenses preferred within the first year: SIE, 6 or 7, and 63.
• Strong communication, problem-solving, and organizational skills.
• Desire to assist customers via telephone in a professional manner.
• Strong interest in the Financial Services industry.
• Precision and accuracy skills for data entry and trade processing.
• At least 0-2 years' relevant experience.